# Vodicka Group, Inc.

> Vodicka Group, Inc. is a state-registered investment advisory firm, registered since 2009, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 22, 2026.

- CRD: 150994
- Filed as: VODICKA GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: January 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/150994
- AdvisorCensus page: https://advisorcensus.com/firm/vodicka-group-inc-150994

## Quick answers

**How is Vodicka Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Vodicka Group, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Is Vodicka Group, Inc. registered with the SEC or a state?**
Vodicka Group, Inc. is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 150994.

**How much does Vodicka Group, Inc. manage?**
Vodicka Group, Inc. reports $18,115,000 in regulatory assets under management in its Form ADV filing dated January 22, 2026 (100% discretionary).

**What types of clients does Vodicka Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32); high net worth individuals (16); corporations or other businesses not listed above (1).

**Does Vodicka Group, Inc. 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/150994

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $18,115,000
- Discretionary: $18,115,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $12,500,000 |
| High net worth individuals | 16 | $5,500,000 |
| Corporations or other businesses not listed above | 1 | $115,000 |

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

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vodickagroup.com
- Facebook @VodickaGroup
- LinkedIn @vodicka-group-inc-
- X @MikeVodicka
- YouTube @UCcihMKVTzei9BQw7-HX2Vyw

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vodicka Group, Inc. (CRD 150994): Form ADV filing data as of October 2026.