SourcingSourcing

VANTAGE CONSULTING GROUP INC

B54
CRD 105240·SEC 801-27432·VIRGINIA BEACH, VA
AUM
$241.7M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$725K
@ 30% margin
Est. Deal Value
$5.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VANTAGE CONSULTING GROUP INC
CRD
105240
SEC file #
801-27432
EIN
832596147
DBA names
—

Economics

AUM
$241.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$2.34B → $241.7M▼ -90%
Client mix
Pooled Investment Vehicles7

Operations

Employees (total)
10
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
7 advisors → 6 advisors▼ -14%
Primary office
VIRGINIA BEACH VA
Branches
—

Custodian & Brokerage

Primary custodian
Folio Institutionalmedium confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed feesPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
vantageconsultinggroup.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FINN, MARK, TERRENCE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
FINN, MARK, TERRENCE
FINN, JONATHAN, FREDERICK
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
VANTAGECONSULTINGGROUP.COM
Rdap Domain Creation Date
1999-01-13T05:00:00Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
116,355
Form 5500 Compensation Trajectory 3y
2025116,355
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
116,355
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001761839
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2019-01-14
Edgar Last Filing Date
2019-01-14
Edgar Form D Count
1
Edgar Form D Offerings
2019-01-142019-01-14 · 0001761839-19-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
8
Bc Firm IAR Count
8
Custodian Candidates
Window
Folio Institutional1
Full
Interactive Brokers6
E*trade4
Northern Trust2
Folio Institutional1
Edgar Addresses
Mailing
C/O VANTAGE CONSULTING3500 PACIFIC AVENUEVIRGINIA BEACH, VA 23451
Business
C/O VANTAGE CONSULTING3500 PACIFIC AVENUEVIRGINIA BEACH, VA 23451
Edgar EIN
832596147
Edgar Recent Filings
D2019-01-14 · 0001761839-19-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-13T05:00:00Z
Rdap Domain Last Changed
2026-01-14T15:01:23Z
Rdap Nameservers
Ns1.dreamhost.comNs2.dreamhost.comNs3.dreamhost.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1710971
Trust Company Affiliate
No

People (9)

9
FINN, MARK, TERRENCE
IAR · Direct Owner · 62.5%
1710971
FINN, JONATHAN, FREDERICK
IAR · Direct Owner · 37.5%
4526986
CHANDLER, ELOISE, CLYDE
IAR · Executive Officer · 2.5%
1710982
COLE, GEOFFREY, CURTIS
Executive Officer · 2.5%
7530509
JAMES THOMAS WOLFE
IAR
2154061
DAVID PHILLIP SCHIPPERS
IAR
2284987
Sanjeev Sagar Mudumba
IAR
6591743
RUTH BELL COLE
IAR
1711014
JOHN A DESSOUKI
IAR
6713953