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Vance Capital Management, LLC (Sonora)


Vance Capital Management, LLC is an adviser based in Sonora. It manages $32.8 million of regulatory assets for 552 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

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Vance Capital Management provides financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Vance Capital Management: assets under management

The assets under management (AUM) of Vance Capital Management, LLC is $32.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $32.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $59.43 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Vance Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Sonora

The principal office where Vance Capital Management, LLC performs its advisory services is located at 14570 Mono Way, Sonora, CA 95370 The mailing address of the firm is 14570 Mono Way, Sonora, CA 95370. An additional office of the firm is in Miwuk Village, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (209) 533-8404 or by fax 209-533-1638. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.vancecm.com.


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