Richmond, VA Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Vernon Management Group, Incorporated
Supported
Firm-wide stats for Vernon Management Group, Incorporated
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
2409 Asker Ct
Richmond VA 23233
Advisors at this office
1
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)