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Vcam (San Ramon)


Vcam is a large advisory firm based in San Ramon. It manages $405 million of regulatory assets for 600 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Florida, Nevada, and Texas.

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Vcam provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and market timing services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Vcam: assets under management

The assets under management (AUM) of Vcam is $405 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $230 million in discretionary accounts and $175 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $766.67 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $583.33 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Vcam for their services and products based on a percentage of assets under management, subscription fees, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Ramon

The principal office where Vcam performs its advisory services is located at 6111 Bollinger Canyon Road, San Ramon, CA 94583, 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 925-275-0200 or by fax 925-867-3333. The normal business hours are 6:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.vcrpg.com.


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