# Vernon Management Group, Incorporated

> Vernon Management Group, Incorporated is a state-registered investment advisory firm in Richm0nd, VA, registered since 1996, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 7, 2026.

- CRD: 117666
- Filed as: VERNON MANAGEMENT GROUP, INCORPORATED
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Richm0nd, VA
- Filing period: October 2026
- Form ADV filing dated: April 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/117666
- AdvisorCensus page: https://advisorcensus.com/firm/vernon-management-group-incorporated-richm0nd-va-117666

## Quick answers

**How is Vernon Management Group, Incorporated compensated?**
On its Form ADV (Item 5.E, October 2026), Vernon Management Group, Incorporated reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees); other.

**Where is Vernon Management Group, Incorporated located?**
Vernon Management Group, Incorporated's principal office is in Richm0nd, VA, according to its Form ADV.

**Is Vernon Management Group, Incorporated registered with the SEC or a state?**
Vernon Management Group, Incorporated is a state-registered investment advisory firm, registered since 1996. Status as filed: APPROVED. CRD 117666.

**How much does Vernon Management Group, Incorporated manage?**
Vernon Management Group, Incorporated reports $55,500,000 in regulatory assets under management in its Form ADV filing dated April 7, 2026 (93% discretionary).

**What types of clients does Vernon Management Group, Incorporated serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (30); high net worth individuals (20).

**Does Vernon Management Group, Incorporated report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/117666

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $55,500,000
- Discretionary: $51,500,000
- Non-discretionary: $4,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $11,000,000 |
| High net worth individuals | 20 | $44,500,000 |

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

### Firm details
- Registered since: 1996 (30 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vernonmanagementgroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vernon Management Group, Incorporated (CRD 117666): Form ADV filing data as of October 2026.