Voigt Capital Management, LLC (South Burlington)

Name: Voigt Capital Management, LLC
Address: 265 Aviation Avenue, South Burlington, VT, 05403
Telephone: 802-879-3766

Voigt Capital Management, LLC is a large advisory firm based in South Burlington. It manages $149.6 million of regulatory assets for 41 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Massachusetts and Vermont.

Voigt Capital Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Voigt Capital Management: assets under management

The assets under management (AUM) of Voigt Capital Management, LLC is $149.6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $149.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.65 million each.

Investments

The firm invests in other assets the most. They account for 28% of the total AUM. The second-largest asset type is exchange traded securities, which make up 19% of the firm’s portfolio. Investments in government bonds form 19% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Voigt Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Voigt Capital Management serves?

The firm provides services to high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Voigt Capital Management is high net worth individuals with 4 clients and $105.77 million of assets under management. Among the 12 most similar advisory firms, Voigt Capital Management has the 6th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $149.6 million for 6 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Voigt Capital Management doesn't advise any private funds.

Careers at Voigt Capital Management, LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Voigt Capital Management, LLC is owned by Graham Voigt. Dennis William Voigt joined the executive team most recently as the Managing Member/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Dennis William Voigt	Managing member/chief compliance officer	1 Aug 2009	75% - 100%	5813766
Graham Voigt	Owner	1 Mar 2018	Other	6310689

Based in South Burlington

The principal office where Voigt Capital Management, LLC performs its advisory services is located at 265 Aviation Avenue, South Burlington, VT 05403 The mailing address of the firm is P.O. Box 104, Essex Junction, VT 05453. An additional office of the firm is in Quincy, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 802-879-3766 or by fax 802-878-1709. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at voigtcapital.com.