Vermilion Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vermilion Asset Management, LLC provides investment management and supervisory services to individuals, high‑net‑worth clients, corporate pension and profit‑sharing plans, and trusts. The firm recommends and effects purchases and sales of individual securities and investment company shares and does not provide comprehensive financial planning for a fee.
The firm constructs long‑term, diversified portfolios using individual stocks and bonds as well as mutual funds and ETFs, relying on independent third‑party research from sources such as Standard & Poor’s, Morningstar, Thomson Reuters and Argus. Vermilion Asset Management operates primarily on a nondiscretionary basis, delivering recommendations and periodic reviews while avoiding market timing, high‑frequency trading, options, futures, and margin strategies.
Notably, the firm’s nondiscretionary management of client assets—where clients retain final trading authority—is an uncommon arrangement among peers. The firm also does not maintain custody of client assets or vote client proxies, recommends a major custodian for account access and research support (without receiving direct compensation), and uses flexible billing arrangements tailored to client needs.
Client services
Expertise
Fee options
Fixed annual retainer negotiated and agreed upon individually with the client
0.50% quarterly, based on the market value of the Client’s portfolio on the last day of the quarter
$100.00 per hour with a one hour minimum
Main office
345 Doucet Road, Suite 200 A
Lafayette LA 70503
Advisors at this office
1
Most active in
Louisiana
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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