Volumetric Advisers
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$210,103
Clients
3
Advisors
2
of 2 employees
About
Volumetric Advisers primarily provides investment advisory services to an SEC‑registered open‑end mutual fund (Volumetric Fund, Inc., ticker VOLMX) and also offers separately managed accounts and advisory services to individuals and small businesses, along with occasional one‑time consultations. As of 12/31/2025 the firm reported approximately $37.6 million in discretionary assets, the vast majority attributable to the Fund, and maintains a very small client roster and staff.
The Adviser’s investment decisions for the Fund are driven by a proprietary “Volume and Range” volume‑and‑trend technical analysis system that emphasizes daily cash management, stock selection based on volume flows, and disciplined selling when indicated. For separately managed accounts the firm generally uses ETFs (and similar screening techniques when applicable), may engage sub‑advisers, and will allocate to cash or U.S. government securities for temporary defensive purposes.
Distinctive features include acting as the primary adviser to a registered investment company — an uncommon client type for firms of this size — and deriving nearly all assets under management from that single fund rather than from high‑net‑worth individuals. The firm traces its operations back to 1978, operates with a limited number of advisors and clients, and may refer clients to third‑party advisers under arrangements that can include compensation to the firm.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.0% $1,000,000 - $2,000,000: 0.8% $2,000,000 - $5,000,000: 0.6% $5,000,000 - $10,000,000: 0.5% $10,000,000 - > $10,000,000: 0.35%
Account minimum: $100,000 but this minimum may be reduced
Main office
Pearl River NY
Advisors at this office
2
Most active in
New York
Also doing business as
Volumetric Advisers · Volumetric Advisers Inc
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.
Quick links
Advisors at this firm
Jeffrey G
Series 63, Series 65
Pearl River, NY
Volumetric Advisers
Jeffrey Gibs is a financial advisor at Volumetric Advisers with five years of industry experience. He holds Series 63 and Series 65 designations and has been with Volumetric Advisers since 2015. Volumetric Advisers primarily provides investment advisory services to the registered mutual fund Volumetric Fund, Inc., along with portfolio management for separately managed accounts and advisory services to individuals and small businesses. The firm uses a proprietary volume-and-trend methodology called the “Volume and Range” system to guide its investment decisions.
Alejandro A
Series 63, Series 65
Pearl River, NY
Volumetric Advisers
Alejandro Aleman is a financial advisor at Volumetric Advisers with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Park Avenue Securities, Guardian Life Insurance, JPMorgan Chase Bank, and Granby Capital Management. Volumetric Advisers primarily provides investment advisory services to Volumetric Fund, Inc., a registered mutual fund, and offers portfolio management for separately managed accounts as well as advisory services to individuals and small businesses. The firm employs a proprietary volume-and-trend methodology called the “Volume and Range” system to guide investment decisions and is notable for managing a mutual fund while serving non-HNW clients and small businesses with modest minimums.
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