Vanguard Personalized Indexing Management
Oakland, CA·SEC-registered · CRD #285366
Vanguard Personalized Indexing Management is an SEC-registered investment advisory firm in Oakland, CA managing $11B across 4.1k client accounts, with 5 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$11B
Client accounts
4.1k
Advisory staff
5
Fee model
Fee-only
How Vanguard Personalized Indexing Management is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Vanguard Personalized Indexing Management
How much does Vanguard Personalized Indexing Management manage?
Per its most recent SEC Form ADV filing (03/30/2026), Vanguard Personalized Indexing Management reports $11B in regulatory assets under management across roughly 4.1k client accounts.
How does Vanguard Personalized Indexing Management charge?
Vanguard Personalized Indexing Management is a fee-only firm. Its disclosed compensation arrangements are: % of assets, Hourly. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Vanguard Personalized Indexing Management a fiduciary?
Yes. Vanguard Personalized Indexing Management is registered with the U.S. Securities and Exchange Commission (CRD #285366), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Vanguard Personalized Indexing Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Vanguard Personalized Indexing Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Vanguard Personalized Indexing Management's public SEC Form ADV filing (CRD #285366, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Vanguard Personalized Indexing Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Vanguard Personalized Indexing Management? Claim this profile.