A complete list of active advisors currently associated with Vanik Capital LLC

Warmer can help you find a great advisor at Vanik Capital LLC or one who fits your needs even better.

Vanik Capital LLC provides investment management, comprehensive financial planning, and retirement plan consulting and management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and businesses. The firm offers both project‑based and ongoing planning engagements and can manage employer plan assets on a discretionary basis. The firm operates as a fee‑only adviser and develops client‑specific investment policies that emphasize asset allocation, a mix of passive and active strategies, and the option to incorporate socially responsible (ESG) considerations when requested. Vanik Capital uses fundamental and technical analysis within a modern portfolio framework, offers discretionary and non‑discretionary management, and accommodates reasonable client‑imposed investment restrictions. A distinctive aspect of the firm is its explicit pension and retirement‑plan consulting, including acting in ERISA fiduciary capacities and as a 3(38) investment manager—services that are less common among solo independent advisers. Founded and registered in 2025 and reporting no assets under management at the time of the filing, the firm’s principal holds CFP and ChFC credentials and the business relies on institutional custodial relationships and third‑party digital platforms (including Zoe, SmartAsset, and WiserAdvisor) for custody, reporting, and client referrals.

To learn more about the advisors currently working at Vanik Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Michael Vanikiotis	Lagrangeville, NY	2

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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