9AT: VICKERMAN INVESTMENT ADVISORS, INC.

Adviser Profile

As of Date	02/25/2026
Registration	SEC, Approved, 03/26/2021
ADV Location	SPOKANE, WA, United States
Contact Info	509 xxxxxxx
Websites

AUM^*	632,257,716 36%
of that, discretionary	632,257,716 36%
Number of Employees	7
of those in investment advisory functions	5 25%
Private Fund GAV^*	0
Avg Account Size	545,520 21%
% High Net Worth	34.80% 6%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser PROSPERITY PLANNING	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM543.2m	#Funds-
Adviser ROUND ROCK ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM906.7m	#Funds-
Adviser CARR FINANCIAL GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM744.2m	#Funds-
Adviser THE NALLS SHERBAKOFF GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM337.1m	#Funds-
Adviser WINDSOR WEALTH MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.4b	#Funds-
Adviser ZEIT CAPITAL ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM170.1m	#Funds-
Adviser TANDEM WEALTH ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM261.5m	#Funds-
Adviser KILNER CAPITAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM336.7m	#Funds-
Adviser TRITON FINANCIAL GROUP, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM261.3m	#Funds-
Adviser PURE FINANCIAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM11.1b	#Funds-

Brochure Summary

Overview

Vickerman Investment Advisors, Inc. (“Vickerman”) was established in 2021 to provide ongoing investment management services (“Services”) to individuals, high net worth individuals, foundations, employer sponsored retirement plans, charitable organizations, institutions, trusts, and estates. Vickerman is owned by Michael J. Vickerman, Jr and Chris Grasmick. Through its investment advisor representatives (“Representatives”) Vickerman provides Services that include ongoing investment management, portfolio trading and rebalancing, financial planning, retirement and estate planning and tax consulting. Every client has different financial position, so we tailor our Services to match the client’s specific investment goals and objectives. For discretionary accounts, we execute the day‐to‐day transactions without seeking prior client consent based on the client’s financial goals and objectives. In some cases, we may have the option to utilize an investment of either a mutual fund or exchange‐traded fund that has no transaction fees. In our decision to purchase these investments, we consider our expected holding period of the fund, the position, performance, size, and the expense ratio of the fund versus alternative funds. Depending on our analysis and future events, a no transaction fund might not always be in the best interest of our clients. Clients may impose reasonable restrictions on our investing

in certain securities, types of securities, or industry sectors, provided the restrictions are provided in writing. It is important that clients notify us immediately if circumstances have changed with respect to their financial situation. If a non‐discretionary relationship is in place, we will make investment recommendations and trade only with client authorization. There are some situations for existing and grandfathered clients where we have agreed to pay the client accounting fees from the advisory fees we receive. It is important to know that payments of accounting fees are not provided to all clients. Some clients may participate in our automated investment management service called Buckets Investment Strategy (“Buckets”). Buckets is available exclusively to clients of Vickerman and clients may enroll by visiting www.buckets.us. Buckets is an automated program, which means that investments are selected based upon the risk tolerance and investment objectives of the client but are not specifically tailored for the client. There may be a conflict of interest in that clients in Buckets could provide trading and account management efficiencies for Vickerman, so clients should ensure that Buckets is appropriate for their needs before enrolling in the program and we will always ensure to place the interests of the client in front of our own. As of December 31, 2023, we managed a total of $372,087,351 on a discretionary basis.

VICKERMAN INVESTMENT ADVISORS, INC.

VICKERMAN INVESTMENT ADVISORS, INC.

MY BUCKEY SYSTEM

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

Need help?

Send a question to 9AT support.

VICKERMAN INVESTMENT ADVISORS, INC. VICKERMAN INVESTMENT ADVISORS, INC. MY BUCKEY SYSTEM

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

VICKERMAN INVESTMENT ADVISORS, INC.

VICKERMAN INVESTMENT ADVISORS, INC.

MY BUCKEY SYSTEM