# Voisard Asset Management Group

> Voisard Asset Management Group is an SEC-registered investment advisory firm in Grand Rapids, MI, registered since 2003, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 21, 2026.

- CRD: 118048
- Filed as: VOISARD ASSET MANAGEMENT GROUP
- Legal name: VAM Group, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Grand Rapids, MI
- Filing period: October 2026
- Form ADV filing dated: July 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/118048
- AdvisorCensus page: https://advisorcensus.com/firm/voisard-asset-management-group-grand-rapids-mi-118048

## Quick answers

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

**Where is Voisard Asset Management Group located?**
Voisard Asset Management Group's principal office is in Grand Rapids, MI, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Voisard Asset Management Group registered with the SEC or a state?**
Voisard Asset Management Group is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 118048.

**How much does Voisard Asset Management Group manage?**
Voisard Asset Management Group reports $589,375,294 in regulatory assets under management in its Form ADV filing dated July 21, 2026 (98% discretionary).

**How have Voisard Asset Management Group's assets and staff changed since 2021?**
In the Form ADV data for Voisard Asset Management Group: Regulatory assets under management: $258,253,924 in the October 2021 data and $589,375,294 in the October 2026 data, up 128%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Voisard Asset Management Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (284); high net worth individuals (162); pension and profit sharing plans (but not the plan participants or government pension plans) (12).

**Which custodians does Voisard Asset Management Group use?**
Voisard Asset Management Group'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 Voisard Asset Management Group 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/118048

**What changed in Voisard Asset Management Group's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $490,209,538 to $589,375,294 (+20%).

## From the Form ADV filing

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

### 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: $589,375,294
- Discretionary: $577,092,766
- Non-discretionary: $12,282,528

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 284 | $119,268,840 |
| High net worth individuals | 162 | $427,774,582 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $38,535,785 |
| Charitable organizations | 1 | $340,674 |
| Corporations or other businesses not listed above | 2 | $3,455,413 |

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

### Firm details
- Registered since: 2003 (23 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IL, MI, OH, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Portage, MI

### Websites listed on Form ADV (Item 1.I)
- voisardgroup.com
- LinkedIn @405922
- YouTube @results

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $258,253,924 | 7 | February 4, 2021 |
| October 2022 | $311,629,111 | 8 | February 24, 2022 |
| October 2023 | $285,966,354 | 8 | September 6, 2023 |
| October 2024 | $379,790,913 | 8 | August 7, 2024 |
| October 2025 | $490,209,538 | 8 | February 21, 2025 |
| October 2026 | $589,375,294 | 8 | July 21, 2026 |

Regulatory assets under management: $258,253,924 in the October 2021 data and $589,375,294 in the October 2026 data, up 128%.
Total employees: 7 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $490,209,538 to $589,375,294 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Voisard Asset Management Group (CRD 118048): Form ADV filing data as of October 2026.