Richm0 Nd, VA Office
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Vernon Management Group, Incorporated
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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.
Expertise
Location
3200 Lauderdale Road, Suite 103
Richm0 Nd VA 23233
Advisors at this office
2
Advisors at this office
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.
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