Vmo Capital Management Inc. (San Ramon)

Vmo Capital Management Inc. is a large advisory firm based in San Ramon. It manages $30 million of regulatory assets for 51 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Georgia, and New Jersey.

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

Vmo Capital Management: assets under management

The assets under management (AUM) of Vmo Capital Management Inc. is $30 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 $30 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $588.24 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Vmo Capital Management Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Vmo Capital Management Inc.

John Leo Valentine has been acting as President since 1 Jan 2000. Thomas Mark Myatt joined the executive team most recently as the Vice President/Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Leo Valentine	President	1 Jan 2000	50% - 75%	1495420
Thomas Mark Myatt	Vice-president/secretary	1 Jan 2000	50% - 75%	2382066
William James Ohearn	Vice-president	1 Jan 2000	Other	1590612

Based in San Ramon

The principal office where Vmo Capital Management Inc. performs its advisory services is located at 3160 Crow Canyon Place, San Ramon, CA 94538, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.