9AT: VSM WEALTH ADVISORY, LLC

Adviser Profile

As of Date	03/30/2026
Registration	SEC, Approved, 05/06/2021
ADV Location	HUNT VALLEY, MD, United States
Contact Info	410 xxxxxxx
Websites

AUM^*	677,516,349 36%
of that, discretionary	677,516,349 36%
Number of Employees	6
of those in investment advisory functions	5
Private Fund GAV^*	0
Avg Account Size	444,565 -50%
% High Net Worth	70.64% 504%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

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 RETIREMENT FINANCIAL GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM185.9m	#Funds-
Adviser MEYER CAPITAL MANAGEMENT LLC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM190.8m	#Funds-
Adviser INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.5b	#Funds-
Adviser REVERE WEALTH MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM78.3m	#Funds3
Adviser PROMONTORY FINANCIAL PLANNING, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM319.0m	#Funds-
Adviser MY PROSPER TEAM	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund37.3m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV37.3m	AUM58.2m	#Funds7
Adviser SPC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM6.1b	#Funds-
Adviser AURORA PRIVATE WEALTH, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM374.0m	#Funds-
Adviser MELIA WEALTH LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM560.1m	#Funds-
Adviser STERLING MANOR FINANCIAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM201.0m	#Funds-

Brochure Summary

Overview

About Our Firm VSM Wealth Advisory, LLC (“VSM”) was formed in 2021 as the successor to Van Sant and Mewshaw, Inc., which was founded in 1992. VSM Wealth Advisory, LLC, is principally owned by Fred Cregan Hill, III. The Services We Offer We provide portfolio management and investment supervisory services to the majority of our clients. These services are provided on a continuing basis. For 401(k) Plan Participants, we provide portfolio management services only for self-directed plans. In the course of managing your account we may provide incidental financial planning services. These services include budget management, insurance planning, retirement planning and college funding. Such services will be cursory in nature. A separate fee will not be charged for these services. If any additional fee is to be charged, other than the one specified in the initial client agreement, your consent in advance will be required. We do not hold ourselves out to be financial planners engaging in

tax, estate, or other comprehensive financial planning. For qualified retirement accounts, VSM acts as a 3(38) level fee fiduciary under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”). How We Provide Those Services VSM tailors individual client portfolios based on the client’s needs, circumstances, goals, objectives, age, available capital, degree of sophistication and risk tolerance. You will deal directly with the investment counselor managing your portfolio. You may choose to have varying levels of involvement with the management of your portfolio. In some cases, you may choose to place restrictions on your account regarding specific securities or investment vehicles. If so, you must do this in writing. Wrap Fee Programs We do not participate in or offer wrap fee programs. Assets Under Our Management As of 12/31/2023, VSM Wealth Advisory, LLC had assets under management of $498,453,140.00. All of which is managed on a discretionary basis.

VSM WEALTH ADVISORY, LLC

VSM WEALTH ADVISORY, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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VSM WEALTH ADVISORY, LLC VSM WEALTH ADVISORY, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

VSM WEALTH ADVISORY, LLC

VSM WEALTH ADVISORY, LLC