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VAULKSHIRE INVESTMENT ADVISORS
VAULKSHIRE LLC
CRD 226623
310 W. SUNSET, SUITE 101, SAN ANTONIO, TX, 78209, United States
Phone
210-273-8011
Fax
210-855-5263
Registration
— (—)
Source
State registered
Total AUM
$20.2M
Discretionary AUM
$19.7M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersEducational seminarsCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $6.2M |
| High net worth individuals | 11 | $13.8M |
All web addresses on file
Official SEC filing: View on IAPD