Vulcan Value Partners LLC

Vulcan Value Partners LLC (CRD# 151190) is a financial advisory firm headquartered in Birmingham, AL. They manage $11,526,746,000 in 1,520 accounts and serve the financial needs of clients across 44 states (or territories).

By the Numbers
  • Total Assets Under Management
    11,527
    MILLION
  • Total Number of Accounts
    1,520
    ACCOUNTS
  • Average Account Value
    $7,583,386
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Vulcan Value Partners LLC
Showing 1 - 10 of 11 top financial advisors.
1
Mcgavock D. Dunbar
CRD#: 4905828
Three Protective Center, 2801 Highway 280 South, Ste 300, Birmingham, AL 35223
96
Wealthminder
score

Mcgavock Dunbar (CRD# 4905828) is an Investment Advisor Representative working at Vulcan Value Partners LLC in Birmingham, AL and has over 7 years of experience in the finance industry.

2
Clement T. Fitzpatrick
CRD#: 2665628
Three Protective Center, 2801 Highway 280 South, Ste 300, Birmingham, AL 35223
96
Wealthminder
score

Clement Fitzpatrick (CRD# 2665628) is an Investment Advisor Representative working at Vulcan Value Partners LLC in Birmingham, AL and has over 22 years of experience in the finance industry.

3
Stephen W. Simmons
CRD#: 3101969
Three Protective Center, 2801 Highway 280 South, Ste 300, Birmingham, AL 35223
96
Wealthminder
score

Stephen Simmons (CRD# 3101969) is an Investment Advisor Representative working at Vulcan Value Partners LLC in Birmingham, AL and has over 19 years of experience in the finance industry.

4
John R. Collier
CRD#: 5128590
Three Protective Center, 2801 Highway 280 South, Ste 300, Birmingham, AL 35223
93
Wealthminder
score

John Collier (CRD# 5128590) is an Investment Advisor Representative working at Vulcan Value Partners LLC in Birmingham, AL and has over 11 years of experience in the finance industry.

5
Leighton D. Debray
CRD#: 5747601
Three Protective Center, 2801 Highway 280 South, Ste 300, Birmingham, AL 35223
93
Wealthminder
score

Leighton Debray (CRD# 5747601) is an Investment Advisor Representative working at Vulcan Value Partners LLC in Birmingham, AL and has over 7 years of experience in the finance industry.

6
William G. Hjorth
CRD#: 2899766
Three Protective Center, 2801 Highway 280 South, Ste 300, Birmingham, AL 35223
93
Wealthminder
score

William Hjorth (CRD# 2899766) is an Investment Advisor Representative working at Vulcan Value Partners LLC in Birmingham, AL and has over 18 years of experience in the finance industry.

7
Gregory A. McClain
CRD#: 4941529
Three Protective Center, 2801 Highway 280 South, Ste 300, Birmingham, AL 35223
93
Wealthminder
score

Gregory McClain (CRD# 4941529) is an Investment Advisor Representative working at Vulcan Value Partners LLC in Birmingham, AL and has over 12 years of experience in the finance industry.

8
Kelly M. Meadows
CRD#: 4868202
2801 Highway 280 South, Suite 300, Birmingham, AL 35223
93
Wealthminder
score

Kelly Meadows (CRD# 4868202) is an Investment Advisor Representative working at Vulcan Value Partners LLC in Birmingham, AL and has over 10 years of experience in the finance industry.

9
Robert B. Donnellan
CRD#: 5725460
Three Protective Center, 2801 Highway 280 South, Ste 300, Birmingham, AL 35223
90
Wealthminder
score

Robert Donnellan (CRD# 5725460) is an Investment Advisor Representative working at Vulcan Value Partners LLC in Birmingham, AL and has 1 year of experience in the finance industry.

10
Frank H. McFadden
CRD#: 5725458
Three Protective Center, 2801 Highway 280 South, Ste 300, Birmingham, AL 35223
90
Wealthminder
score

Frank McFadden (CRD# 5725458) is an Investment Advisor Representative working at Vulcan Value Partners LLC in Birmingham, AL and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.