V2 FINANCIAL GROUP, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $350.5M |
| Discretionary | $350.5M100% of AUM |
| Client Accounts | 1,036 |
| Avg Account Size | $338K |
| Employees | 5 |
| Peak AUM | $350.5MMar 2026 |
| AUM CAGR | +13.5% /yrover 8 yrs · 14 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $350M | +26.6% | +18.1% | +11.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $350.5M |
| Discretionary | $350.5M |
| Employees | 5 |
| Client Accounts | 1036 |
Contact & Location
Phone
630-364-4529
Filing History
14 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$350M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported