Vectors Research Management Llc
- Regulatory AUM
- $1.0B
- Discretionary
- $910M
- Clients
- 859
- Avg AUM / client
- $1.2M
- Accounts
- 1,269
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 659 | $50.5M | 5.0% |
| High net worth individuals | 164 | $436M | 43.2% |
| Banking or thrift institutions | 1 | $88.9M | 8.81% |
| Pension and profit sharing plans | 8 | $4.0M | 0.4% |
| Charitable organizations | 6 | $5.0M | 0.5% |
| State or municipal government entities | 2 | $253M | 25.1% |
| Insurance companies | 6 | $122M | 12.1% |
| Corporations and other businesses | 13 | $49.0M | 4.85% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Davidson, Andrew, Seth | Managing Member | Jan 2005 (22y) | 50% – 75% | |
| Neil Jeffery Powers | Portfolio Manager, Managing Member, Chief Compliance Officer 6/30/15 | CFA | Jan 2005 (22y) | 10% – 25% |
| Joseph Robert Cheatham | Registered representative | Sep 2025 (1y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 958 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Market timing services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $467M (46% of AUM) Mar 2026
- U.S. Bank $317M (31% of AUM) Mar 2026
- J.P. Morgan $61.3M (11% of AUM) Mar 2021
- First Citizens Bank $43.7M (8% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗