A complete list of active advisors currently associated with VBL Advisors LLC

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

VBL Advisors LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering portfolio management, written investment strategies, and access to private investments such as private equity, venture capital, and hedge funds. The firm states it will tailor advice to clients’ objectives and allows clients to impose written restrictions on investments; there is no stated account minimum. The firm uses a variety of methods including asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading, and it offers both discretionary and non-discretionary managed accounts. As of March 10, 2026 VBL reports approximately $40 million in discretionary assets and $42 million in non-discretionary assets, and it conducts due diligence before recommending private investments, limiting those recommendations to qualified or accredited clients. Noteworthy distinctions in the brochure include that some executive officers are attorneys who may offer legal guidance (clients are not required to use them) and that the firm may receive customary advisory compensation plus a 1% annual management fee on certain private investments. The firm also identifies a principal custodial relationship with Charles Schwab and states it does not charge performance-based fees.

To learn more about the advisors currently working at VBL Advisors 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.