Vantage Financial Group, INC.
Cleveland, OH·SEC-registered · CRD #105950
Vantage Financial Group, INC. is an SEC-registered investment advisory firm in Cleveland, OH managing $867M across 3.0k client accounts, with 22 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$867M
Client accounts
3.0k
Advisory staff
22
Fee model
Fee-based
How Vantage Financial Group, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Vantage Financial Group, INC.
How much does Vantage Financial Group, INC. manage?
Per its most recent SEC Form ADV filing (03/30/2026), Vantage Financial Group, INC. reports $867M in regulatory assets under management across roughly 3.0k client accounts.
How does Vantage Financial Group, INC. charge?
Vantage Financial Group, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions, Performance-based. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Vantage Financial Group, INC. a fiduciary?
Yes. Vantage Financial Group, INC. is registered with the U.S. Securities and Exchange Commission (CRD #105950), 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 Vantage Financial Group, INC. 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 Vantage Financial Group, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Cleveland, OH
Profile compiled from Vantage Financial Group, INC.'s public SEC Form ADV filing (CRD #105950, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Vantage Financial Group, INC.. 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 Vantage Financial Group, INC.? Claim this profile.