# VSM Wealth Advisory, LLC

> VSM Wealth Advisory, LLC is an SEC-registered investment advisory firm in Hunt Valley, MD, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 11, 2026.

- CRD: 313717
- Filed as: VSM WEALTH ADVISORY, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hunt Valley, MD
- Filing period: October 2026
- Form ADV filing dated: September 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313717
- AdvisorCensus page: https://advisorcensus.com/firm/vsm-wealth-advisory-llc-hunt-valley-md-313717

## Quick answers

**How is VSM Wealth Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), VSM Wealth Advisory, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is VSM Wealth Advisory, LLC located?**
VSM Wealth Advisory, LLC's principal office is in Hunt Valley, MD, according to its Form ADV.

**Is VSM Wealth Advisory, LLC registered with the SEC or a state?**
VSM Wealth Advisory, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313717.

**How much does VSM Wealth Advisory, LLC manage?**
VSM Wealth Advisory, LLC reports $677,516,349 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (100% discretionary).

**How have VSM Wealth Advisory, LLC's assets and staff changed since 2021?**
In the Form ADV data for VSM Wealth Advisory, LLC: Regulatory assets under management: $397,242,967 in the October 2021 data and $677,516,349 in the October 2026 data, up 71%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does VSM Wealth Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (433); individuals (other than high net worth individuals) (176); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Which custodians does VSM Wealth Advisory, LLC use?**
VSM Wealth Advisory, LLC'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 VSM Wealth Advisory, LLC 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/313717

**What changed in VSM Wealth Advisory, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $587,052,382 to $677,516,349 (+15%).

## 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: $677,516,349
- Discretionary: $677,516,349
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 176 | $112,734,999 |
| High net worth individuals | 433 | $513,570,548 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $51,210,802 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DE, FL, IL, MD, MI, MN, NC, NJ, NY, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vs-m.com
- LinkedIn @vsm-wealth-advisory

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $397,242,967 | 6 | June 16, 2021 |
| October 2022 | $441,469,414 | 6 | March 18, 2022 |
| October 2023 | $420,682,299 | 6 | March 17, 2023 |
| October 2024 | $498,453,140 | 6 | March 15, 2024 |
| October 2025 | $587,052,382 | 6 | March 27, 2025 |
| October 2026 | $677,516,349 | 6 | September 11, 2026 |

Regulatory assets under management: $397,242,967 in the October 2021 data and $677,516,349 in the October 2026 data, up 71%.
Total employees: 6 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $587,052,382 to $677,516,349 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. VSM Wealth Advisory, LLC (CRD 313717): Form ADV filing data as of October 2026.