VCM Capital

VCM Capital operates as an investment manager offering ongoing portfolio management and the option to allocate portions of client assets to third‑party managers; the firm’s brochure indicates it serves individuals, high‑net‑worth clients, trusts, and corporations while being structured primarily to support pooled or institutional mandates. The brochure also notes that, as of December 31, 2025, VCM Capital was not managing assets on a regular and continuous basis.

The firm’s investment process combines global macro, fundamental, and technical analysis and can employ a broad set of instruments, including equities, mutual funds, ETFs, fixed income, derivatives, REITs, and foreign and emerging‑market exposures, with accounts managed on either a discretionary or non‑discretionary basis. VCM Capital states it conducts regular account reviews and relies on qualified custodians to deliver quarterly account statements directly to clients.

Notable features include the availability of performance‑based fee arrangements for eligible, sophisticated clients and disclosed policies intended to address the conflicts those arrangements can create, such as allocation procedures and personal trading restrictions. The brochure further discloses that the firm’s principal holds the CFA designation, maintains an unrelated software business, and that neither the firm nor its principal have any disclosed disciplinary history.