# Veterinary Financial Group LLC

> Veterinary Financial Group LLC is a state-registered investment advisory firm in Williamston, MI, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.

- CRD: 311543
- Filed as: VETERINARY FINANCIAL GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Williamston, MI
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311543
- AdvisorCensus page: https://advisorcensus.com/firm/veterinary-financial-group-llc-williamston-mi-311543

## Quick answers

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

**Where is Veterinary Financial Group LLC located?**
Veterinary Financial Group LLC's principal office is in Williamston, MI, according to its Form ADV.

**Is Veterinary Financial Group LLC registered with the SEC or a state?**
Veterinary Financial Group LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 311543.

**How much does Veterinary Financial Group LLC manage?**
Veterinary Financial Group LLC reports $15,000,000 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (0% discretionary).

**What types of clients does Veterinary Financial Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (99).

**Does Veterinary Financial Group LLC 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/311543

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $15,000,000
- Discretionary: $0
- Non-discretionary: $15,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 99 | $15,000,000 |
| High net worth individuals | 0 | $0 |
| 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 | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IN, MI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Veterinary Financial Group LLC (CRD 311543): Form ADV filing data as of October 2026.