# Vanderpol Investments L.L.C.

> Vanderpol Investments L.L.C. is an SEC-registered investment advisory firm in Caledonia, MI, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 168174
- Filed as: VANDERPOL INVESTMENTS L.L.C.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Caledonia, MI
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168174
- AdvisorCensus page: https://advisorcensus.com/firm/vanderpol-investments-l-l-c-caledonia-mi-168174

## Quick answers

**How is Vanderpol Investments L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Vanderpol Investments L.L.C. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Vanderpol Investments L.L.C. charge?**
Its Form ADV Part 2A brochure dated March 25, 2026 states: Flat fee: $5,000 (Essential Plan); Flat fee: $25,000 (Premium Plan). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Vanderpol Investments L.L.C. located?**
Vanderpol Investments L.L.C.'s principal office is in Caledonia, MI, according to its Form ADV.

**Is Vanderpol Investments L.L.C. registered with the SEC or a state?**
Vanderpol Investments L.L.C. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 168174.

**How much does Vanderpol Investments L.L.C. manage?**
Vanderpol Investments L.L.C. reports $118,125,821 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Vanderpol Investments L.L.C.'s assets and staff changed since 2023?**
In the Form ADV data for Vanderpol Investments L.L.C.: Regulatory assets under management: $122,656,065 in the October 2023 data and $118,125,821 in the October 2026 data, down 4%. Total employees: 3 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Vanderpol Investments L.L.C. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (99); high net worth individuals (25); charitable organizations (4).

**Which custodians does Vanderpol Investments L.L.C. use?**
Vanderpol Investments L.L.C.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Vanderpol Investments L.L.C. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/168174

**Does Vanderpol Investments L.L.C. state an account minimum?**
Its Form ADV Part 2A brochure dated March 25, 2026 says: "In general, we require a minimum of $250,000 to open and maintain an account with us. This minimum may be waived at our discretion."

**What changed in Vanderpol Investments L.L.C.'s recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> In general, we require a minimum of $250,000 to open and maintain an account with us. This minimum may be waived at our discretion.

- Flat fee: $5,000 (Essential Plan)

> Service Plan Flat Fee Essential Plan $5,000 Premium Plan $25,000

- Flat fee: $25,000 (Premium Plan)

> Service Plan Flat Fee Essential Plan $5,000 Premium Plan $25,000

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $118,125,821
- Discretionary: $118,125,821
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 99 | $29,440,174 |
| High net worth individuals | 25 | $83,206,976 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 4 | $5,123,185 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $355,486 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- celestialdivide.com
- vanderpolinvestments.com
- Facebook @vanderpolinvestments
- LinkedIn @vanderpol-investments

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $122,656,065 | 3 | June 13, 2023 |
| October 2024 | $123,126,425 | 3 | March 25, 2024 |
| October 2025 | $108,235,157 | 3 | May 23, 2025 |
| October 2026 | $118,125,821 | 3 | March 25, 2026 |

Regulatory assets under management: $122,656,065 in the October 2023 data and $118,125,821 in the October 2026 data, down 4%.
Total employees: 3 in October 2023 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vanderpol Investments L.L.C. (CRD 168174): Form ADV filing data as of October 2026.