SourcingSourcing

VSM WEALTH ADVISORY, LLC

C26
CRD 313717·SEC 801-121412·HUNT VALLEY, MD
AUM
$677.5M
$500M-$1B
Est. Revenue
$6.8M
@ 1% on AUM
Est. EBITDA
$2.0M
@ 30% margin
Est. Deal Value
$16.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VSM WEALTH ADVISORY, LLC
CRD
313717
SEC file #
801-121412
EIN
862170940
DBA names
—

Economics

AUM
$677.5M
AUM band
$500M-$1B
AUM trajectory
'22'26
$397.2M → $677.5M▲ +71%
Client mix
Individuals High Net Worth433
Individuals Other176
Pension Profit Sharing Plans4

Operations

Employees (total)
6
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'22'26
5 advisors → 5 advisors▬ 0%
Primary office
HUNT VALLEY MD
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FCH CAPITAL MANAGEMENT, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
FCH CAPITAL MANAGEMENT, LLC
Hill, Fred, C
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
VS-M.COM
Rdap Domain Creation Date
1998-10-20T04:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
20,326
Form 5500 Compensation Trajectory 3y
202520,326
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
20,326
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002050660
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2025-02-11
Edgar Last Filing Date
2026-05-06
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-06
Accession0002050660-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
11350 MCCORMICK RDEP 1, STE300HUNT VALLEY, MD 21031
Business
11350 MCCORMICK RDEP 1, STE300HUNT VALLEY, MD 21031
Edgar EIN
862170940
Edgar Recent Filings
13F-HR2026-05-06 · 0002050660-26-000002
13F-HR2026-02-06 · 0002050660-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-19T04:00:00Z
Rdap Domain Last Changed
2023-12-28T18:29:55Z
Rdap Nameservers
Ed.ns.cloudflare.comMarissa.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Trust Company Affiliate
No

People (5)

5
MEWSHAW, ROBERT, FRANK
IAR · Executive Officer · 2.5%
730441
Hill, Fred, C
IAR · Executive Officer · 2.5%
5483393
CHRISTOPHER JAMES BLAIR
IAR
6344122
ALEXANDER FALK BARRON
IAR
1754853
BRYAN MICHAEL THALER
IAR
2928192