Vector Money Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$72,071,943
Clients
54
Advisors
1
of 2 employees
About
Vector Money Management provides discretionary investment advisory and portfolio management services to a range of clients, including individuals, trusts, corporations, institutions, and foundations, and notes that it also serves charitable organizations. The firm manages accounts using third‑party custodians and offers equity, balanced (stocks and bonds), and fixed‑income strategies.
The firm describes a top‑down, Classical Economic Model that incorporates commodity and gold price trends, Federal Reserve policy, and fiscal, trade, and regulatory indicators to identify sectors and individual securities, drawing on sell‑side research, Telemet Orion, earnings calls, and in‑house analysis. Equity mandates are managed long‑only with occasional covered‑call overlays, balanced portfolios mix growth and income objectives, and fixed‑income duration is guided by the firm’s inflation outlook; all accounts are handled on a discretionary basis.
The brochure discloses past incidents that may be material to prospective clients, including a historical IRS lien related to back taxes that was removed in 2017 and arbitration claims from 2003 tied to technology‑weighted portfolios, and describes how those matters were addressed. The firm’s mix of serving institutional and charitable clients and its practice of delivering regular quarterly and comprehensive annual written reports are features the brochure highlights that are less common among similar independent advisers.
Client services
Expertise
Fee options
Up to $1,000,000.00 - $1,000,000.00: 1.00% On the next $9,000,000.00 - $10,000,000.00: 0.75% Anything over $10,000,000.00+: Negotiable
Account minimum: $100,000 Fee-only: Annual management fees charged quarterly in advance based on asset tiers; fees are negotiable for large accounts
Main office
750 Woodlands Parkway, Suite 201
Ridgeland MS 39157
Advisors at this office
1
Most active in
Mississippi · Texas
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:
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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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