Vance Capital Management, LLC

Vance Capital Management, LLC (CRD# 128678) is a financial advisory firm headquartered in Sonora, CA. They manage $45,706,379 in 1,135 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    1,135
    ACCOUNTS
  • Average Account Value
    $40,270
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Vance Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert M. Vance
CRD#: 1887560
14570 Mono Way, Sonora, CA 95370
96
Wealthminder
score

Robert Vance (CRD# 1887560) is an Investment Advisor Representative working at Vance Capital Management, LLC in Sonora, CA and has over 18 years of experience in the finance industry. Robert Vance has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Elizabeth J. Wright
CRD#: 5498037
14570 Mono Way, Suite A, Sonora, CA 95370
90
Wealthminder
score

Elizabeth Wright (CRD# 5498037) is an Investment Advisor Representative working at Vance Capital Management, LLC in Sonora, CA and has over 4 years of experience in the finance industry. Elizabeth Wright has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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