Vernon Management Group, Incorporated
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vernon Management Group serves individual and high-net-worth clients, as well as trusts, estates, pension plans and other entities, primarily through separately managed accounts. The firm provides discretionary and non‑discretionary portfolio management, comprehensive financial planning, research reports, and consulting services.
The firm’s investment process emphasizes a proprietary, trend‑focused approach that relies on technical analysis, charting, and backtesting, with active daily monitoring of holdings. Trading may include short sales, options and other derivatives and can employ leverage where appropriate, with portfolio construction guided by each client’s stated objectives and investment guidelines.
Distinctive features include an in‑house research/reporting capability and the use of subscription or flat‑fee arrangements for research and some services in addition to more typical AUM billing, a billing practice that is uncommon among peers. The adviser operates as a small, closely held three‑advisor team with a compact client roster, enabling frequent, hands‑on monitoring of accounts; it does not participate in wrap fee programs or charge performance‑based fees.
Client services
Expertise
Fee options
Financial planning fees range from $500 to $15,000 (minimum $500), flat fee; flat fee for investment management services also $5,000 per quarter (negotiable)
$0 - $2,500,000: 2% $2,500,000 - $3,500,000: 1.6% $3,500,000 - $8,500,000: 1.5% $8,500,000 - $10,000,000: 1.4% $10,000,000+: Negotiable
Consulting fees charged a minimum of $250 per hour (negotiable)
Monthly consulting services fee minimum $1,000 (negotiable)
Account minimum: $200,000 Minimum fee: Minimum quarterly management fee of $5,000 or the fixed percentage, whichever is greater Fee-only: Management fees based on asset tiers; flat fees and hourly consulting fees also offered
Main office
See office3200 Lauderdale Road, Suite 103
Richm0 Nd VA 23233
Advisors at this office
2
Offices (2)
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Advisors at this firm
William V
Series 65
Richm0nd, VA
Vernon Management Group, Incorporated
William Vernon is a financial advisor at Vernon Management Group, Incorporated, with a Series 65 credential and three years of industry experience. Prior to joining Vernon Management Group, he worked at the Country Club of Virginia and spent 15 years in education. Vernon Management Group serves individual and high-net-worth clients, trusts, estates, pension plans, and other entities, primarily through separately managed accounts. The firm emphasizes a proprietary, trend-focused investment process that incorporates technical analysis, charting, and backtesting, offering discretionary and non-discretionary portfolio management alongside comprehensive financial planning and consulting services.
Richard V
Series 65
Richm0nd, VA
Vernon Management Group, Incorporated
Richard Vernon is a financial advisor at Vernon Management Group, Incorporated with six years at the firm and three years of industry experience. He holds a Series 65 designation. Outside of his advisory role, Vernon is the owner of Blue Sky Life & Annuities, a business that sells life insurance and fixed annuities. Vernon Management Group serves individual and high-net-worth clients, as well as trusts, estates, and pension plans, primarily through separately managed accounts. The firm employs a proprietary, trend-focused investment approach based on technical analysis and active daily portfolio monitoring.
Richard V
Series 63, Series 65
Richmond, VA
Vernon Management Group, Incorporated
Richard Vernon is a financial advisor with Vernon Management Group, Incorporated in Richmond, VA. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, having been with Vernon Management Group since 1996. Vernon Management Group serves individual and high-net-worth clients, as well as trusts, estates, pension plans, and other entities, primarily through separately managed accounts. The firm employs a proprietary, trend-focused investment process that utilizes technical analysis and active monitoring, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.
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