Vermeulen Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
VerMeulen Capital Management serves individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, and charitable organizations. The fee-only firm manages about $24.3 million for 28 clients and offers continuous discretionary investment supervision as well as more limited, non-discretionary investment consultation arrangements.
The firm conducts an initial interview to identify objectives and then implements portfolios using a combination of fundamental and technical analysis, valuation methods, and third‑party research. Investment strategies include long- and short-term positions and may use mutual funds, ETFs, individual stocks and bonds, margin, short sales, and options, with accounts reviewed frequently and discretionary authority exercised for managed accounts.
Noteworthy for a solo independent adviser, the firm integrates relatively active trading tools (short sales, margin and options) alongside ERISA plan consulting and participant education, and it also makes standalone hourly or project-based consultation available. The firm recommends an institutional custodian (Schwab Advisor Services) and uses the institutional trading and operational services that come with its asset level.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.80% annually Over $3,000,000+: 0.70% annually
$150/hour for investment consultation services
Fee-only: Investment consultation services charged at $150/hour, may quote project fees and require retainers
Main office
Grand Rapids MI
Advisors at this office
1
Most active in
Michigan
Also doing business as
Ver Meulen Capital Management, Inc. · Vermeulen Capital Management
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.
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