Vaulkshire Investment Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$19,980,281
Clients
52
21% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
52
HighAverage account size
$384,236
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
Portfolio management
Selection of other advisers
Educational seminars or workshops
Consulting
Expertise
Passive / index investing
Private / alternative investments
Options & derivatives strategies
Real estate investing
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 location
Vaulkshire Investment Advisors
310 W. Sunset, Suite 101
San Antonio TX 78209, United States
Number of offices
1
Most active in
Vaulkshire Investment Advisors has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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