V2 Financial Group, LLC
SEC RegisteredYour Partner In Financial Success
About the firm
V2 Financial Group is a registered investment advisor (RIA) providing investment advice and wealth management services. It is a fee-based independent financial advisory firm serving clients looking for sophisticated and comprehensive financial advice and services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advice and wealth management services, including risk-based customized portfolio management, a disciplined investment process blending modern portfolio theory with macroeconomic, fundamental and technical analysis, fee-based independent advisory with no commissions, and use of derivatives (options) to hedge risk or supplement income.
Who they serve
Clients looking for sophisticated and comprehensive financial advice and services.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 86 | $33M |
| High Net Worth Individuals | 119 | $316M |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 1.00% |
| $1,000,001 - $3,000,000 | 0.75% |
| $3,000,001 - $5,000,000 | 0.50% |
| $5,000,001 - $10,000,000 | 0.25% |
| Over $10,000,000 | — |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. V2 Financial Group, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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