V2 Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
V2 Financial Group, LLC provides discretionary asset management and financial planning to individuals and small businesses, delivering personalized portfolios that include stocks, bonds, mutual funds, and exchange-traded funds. The firm reports managing roughly $350 million in client assets and provides ongoing monitoring, reporting, and periodic rebalancing for its client accounts.
The firm's investment approach is grounded in modern portfolio theory and informed by macroeconomic and behavioral analysis, combining long-term strategic allocations with tactical shifts driven by fundamental and technical research. V2 discloses occasional use of options and related derivatives within separately managed accounts as a tactical tool, while stating it does not employ naked option strategies.
Noteworthy among peers, V2 offers performance-based fee arrangements to qualified clients (subject to net-worth or account-size thresholds) and describes controls for side-by-side management, including senior officer account reviews and allocation policies to address conflicts of interest. A principal is also a licensed loan originator and operates an affiliated consulting business that may receive commissions or fees for loan origination and other consulting services, disclosures the firm includes in its brochure.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.25% Over $10,000,000+: Negotiable
Charged to qualified clients with net worth > $2,200,000 or assets managed > $1,100,000; performance fee is a percentage of excess returns above benchmark, billed annually in arrears; includes minimum exit fee of 0.25% or $5,000 if fees paid are less than minimum
Minimum fee: Minimum annual fee of $2,500 for accounts smaller than $250,000; may be waived or discounted at Firm's discretion
Main office
See officeNaperville IL
Advisors at this office
3
Most active in
California · Illinois · Michigan · New Hampshire · New Jersey · Oregon · Texas · Washington
Also doing business as
V2 Financial Group · V2 Financial Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Advisors at this firm
Venkatakrishna V
Series 65
Naperville, IL
V2 Financial Group, LLC
Venkatakrishna Vedam is a financial advisor with V2 Financial Group, LLC, holding a Series 65 credential and 19 years of industry experience. He has been with V2 Financial Group since 2006 and also works as a mortgage consultant and loan officer at ABS Home Mortgage, where he has been involved since 2004. Additionally, Vedam serves as president of Millennium Financial and Business Services, Inc., providing business consulting to small businesses. V2 Financial Group is a registered investment adviser serving individual and small-business clients, including high-net-worth individuals, with discretionary asset management and personalized portfolio construction. The firm combines modern portfolio theory with macroeconomic, technical, and behavioral analysis to manage multi-hundred-million dollar portfolios across various asset classes.
Venkatram K
Series 63, Series 65
Naperville, IL
V2 Financial Group, LLC
Venkatram Krishnamurthy is a financial advisor at V2 Financial Group, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with V2 Financial Group since 2006. In addition to his advisory role, he has been involved with the College of Lake County since 2004. V2 Financial Group serves individual and small-business clients, including high-net-worth individuals, offering discretionary asset management and personalized portfolio construction. The firm combines modern portfolio theory with macroeconomic, technical, and behavioral analysis to manage multi-hundred-million dollar client assets through strategic and tactical investment approaches.
Prakhar B
CFA®
Naperville, IL
V2 Financial Group, LLC
Prakhar Bansal is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at V2 Financial Group, LLC. Prior to joining V2 Financial Group, he spent eleven years at The University of Chicago and took a year for extended travel. V2 Financial Group provides discretionary asset management and financial planning to individuals and small businesses, managing approximately $350 million in client assets. The firm’s investment approach combines modern portfolio theory with macroeconomic and behavioral analysis, using strategic allocations along with tactical adjustments informed by fundamental and technical research.
Aiylam S
Series 63, Series 65
Glen Rock, NJ
V2 Financial Group, LLC
Aiylam Sankaran is a financial advisor at V2 Financial Group, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at V2 Financial Group since 2018, following a nine-year tenure at Sagepoint Financial, Inc. V2 Financial Group provides discretionary asset management and financial planning services to individuals and small businesses, managing approximately $350 million in client assets. The firm employs an investment approach based on modern portfolio theory, combining long-term strategic allocations with tactical shifts informed by fundamental and technical research.
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