# VCM Wealth

> VCM Wealth is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 149307
- Filed as: VCM WEALTH
- Legal name: Vavra Capital Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/149307
- AdvisorCensus page: https://advisorcensus.com/firm/vcm-wealth-149307

## Quick answers

**How is VCM Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), VCM Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does VCM Wealth charge?**
Its Form ADV Part 2A brochure dated February 24, 2026 states: Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it); Hourly rate: $250 an hour (Financial Planning); Flat fee: $250 to $2,000 (Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is VCM Wealth registered with the SEC or a state?**
VCM Wealth is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 149307.

**How much does VCM Wealth manage?**
VCM Wealth reports $104,770,049 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary).

**What types of clients does VCM Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (149); individuals (other than high net worth individuals) (142); charitable organizations (4).

**Which custodians does VCM Wealth use?**
VCM Wealth'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 VCM Wealth 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/149307

**What changed in VCM Wealth's recent Form ADV filings?**
In the April 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 24, 2026)

- Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it)

> VCM’s annual fees for Investment Supervisory Services are based upon a percentage of assets under management and generally range from 0.50% to 1.00% billed quarterly in arrears.

- Hourly rate: $250 an hour (Financial Planning)

> Our Financial Planning fees may be calculated and charged on an hourly basis of $250 per hour.

- Flat fee: $250 to $2,000 (Financial Planning)

> Our Financial Planning fees may be calculated and charged on a fixed fee basis, typically ranging from $250 to $2,000, depending on the specific arrangement reached with the client.

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: $104,770,049
- Discretionary: $104,770,049
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 142 | $13,376,320 |
| High net worth individuals | 149 | $90,339,569 |
| 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) | 1 | $69,619 |
| Charitable organizations | 4 | $976,582 |
| 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 | 1 | $7,959 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, FL, NJ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vcm-wealth.com
- Facebook @VCMWEALTH
- LinkedIn @vavra-capital-management-llc
- X @VCMWEALTH

## Changes in the filing (last 12 months)

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. VCM Wealth (CRD 149307): Form ADV filing data as of October 2026.