VEGA CAPITAL GROUP LLC
SEC RegisteredVega Capital Group bridges the gap between investor and advisor
About the firm
Vega Capital Group LLC (VCG) is a boutique investment management firm specializing in portfolio management for high net worth individuals. VCG works closely with clients to understand their investment objectives, risk tolerance, income needs, and long-term goals, designing and managing customized portfolios across multiple asset classes. Portfolios are actively managed and reviewed periodically, with investment decisions made based on market conditions, economic developments, and client-specific factors.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized portfolio management across multiple asset classes, including fixed income, equity, and balanced portfolios, pursuing capital appreciation, income, or a combination of both based on client goals. Portfolios are actively managed and reviewed periodically.
Who they serve
High net worth individuals
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 20 | $6.6M |
| High Net Worth Individuals | 37 | $109M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 19, 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. VEGA CAPITAL 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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