Vicar Capital Advisors, LLC is an adviser based in Dallas. It manages $672.87 thousand of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Texas.
Vicar Capital Advisors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Vicar Capital Advisors, LLC is $672.87 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Vicar Capital Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Vicar Capital Advisors, LLC is owned by Richard Mark Gordon. Jacob Baruch Hamlin joined the executive team most recently as the Member.
The principal office where Vicar Capital Advisors, LLC performs its advisory services is located at 8117 Preston Road, Dallas, TX 75225, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (469) 708-6151 or by fax (214) 570-3141. The normal business hours are 7:30am-5pm on Monday - Friday. You can find more information about the New York firm at vicarcapital.com.