Overview
Assets Under Management: $155 million
High-Net-Worth Clients: 37
Average Client Assets: $2.9 million
Frequently Asked Questions
VEGA CAPITAL GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #129494), VEGA CAPITAL GROUP LLC is subject to fiduciary duty under federal law.
VEGA CAPITAL GROUP LLC serves 37 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, VEGA CAPITAL GROUP LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
VEGA CAPITAL GROUP LLC manages $155 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, VEGA CAPITAL GROUP LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.16%
Average Client Assets: $2.9 million
Total Client Accounts: 127
Discretionary Accounts: 127
Regulatory Filings
CRD Number: 129494
Filing ID: 2051275
Last Filing Date: 2026-03-19 10:33:45