Vaulkshire Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vaulkshire Investment Advisors is an independent registered investment adviser that provides discretionary investment management, investment consulting, and educational services to individuals, high‑net‑worth clients, charitable organizations, family offices, partnerships, and other investment firms. In addition to portfolio management, the firm offers 401(k) participant education and conducts seminars or workshops, and it accepts consulting engagements on an hourly or fixed‑fee basis.
The firm emphasizes a long‑term, asset‑allocation framework across equities, fixed income, alternatives, and cash, while employing opportunistic tactical shifts and customized allocations based on each client’s objectives and risk tolerance. VIA may implement more advanced tools in separately managed accounts—including the use of borrowing, margin, options and other derivatives—and can engage third‑party asset managers or make direct bond purchases to execute client mandates.
Compared with many peers, the firm’s client mix explicitly includes charitable organizations and it runs public or plan‑level educational programming for participants, reflecting a notable emphasis on investor education. Its implementation approach also includes direct fixed‑income sourcing and allocations to alternative vehicles such as MLPs and REITs, combined with a willingness to employ leverage and derivatives in tailored SMA mandates.
Client services
Expertise
Fee options
Consulting and educational services may be priced on a fixed fee basis, negotiated with client.
1% or less per annum, negotiable based on factors such as asset composition, sub-advisory relationships, and client goals
Generally $300 per hour, but negotiable depending on scope and project needs.
Account minimum: $300,000
Main office
310 W. Sunset, Suite 101
San Antonio TX 78209
Advisors at this office
1
Most active in
Texas
Also doing business as
Vaulkshire Investment Advisors · Vaulkshire 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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)