VCM Wealth Advisors

The firm intends to provide investment advisory services to individual and high-net-worth clients, offering asset allocation, portfolio construction, and comprehensive discretionary portfolio management under a written client agreement. It is a newly formed, state-registered advisory entity and, at the time of its ADV filing, had not yet begun managing client assets.

The firm’s investment approach is personalized and may include a written investment policy statement, combining fundamental and technical analysis to guide allocations across stocks, bonds, exchange-traded securities, mutual funds, index funds, options, and alternative private investments, with disclosure that it may take de minimis commodity interests. It also states it may recommend or select third-party registered investment advisers to manage portions of client accounts and will perform due diligence and ongoing monitoring on those managers.

Notably for a firm with no active registered advisors, the brochure emphasizes the planned use and formal selection of other advisers to implement client strategies, a practice that is uncommon among peers in this category. The firm also discloses it is not a private fund adviser nor registered as a commodity trading adviser or commodity pool operator while nonetheless contemplating limited commodity and derivative exposures, and its principal maintains separate, non-investment business activities (operating a fitness business and a passive restaurant investment).