# VANTAGE FINANCIAL GROUP, INC.

VANTAGE FINANCIAL GROUP, INC. of CLEVELAND, OH is an SEC-registered investment adviser.

## Registration

- CRD: 105950
- Type: SEC-registered investment adviser
- SEC file number: 801-33485
- Location: 6200 ROCKSIDE ROAD, CLEVELAND, OH, 44131
- Phone: 216-642-7878
- Latest filing: 2026-03-30
- Regulatory AUM: $866.9M
- Discretionary AUM: $713.4M
- Non-discretionary AUM: $153.5M
- Clients: 60
- Accounts: 2,521

## Business model

- Compensation: % of AUM, Hourly, Fixed, Commissions
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (36)

_Showing 25 of 36 people._

| Name | Role | Location |
| --- | --- | --- |
| Greg Robinson | CFO | Raleigh, NC |
| William Matthew Mccormick | PRESIDENT/CHIEF EXECUTIVE OFFICER | — |
| Suzanne Aerni | OWNER | — |
| Michelle Bearducci | OWNER | — |
| Vincent Michael Berardinelli | OWNER | — |
| Michael Thomas Bearducci | EXECUTIVE VICE PRESIDENT/SECRETARY | — |
| Joseph Charles Kean | CHIEF OPERATING OFFICER | — |
| Michael Francis Cleary | OWNER | — |
| George Daniel Smith | OWNER | — |
| Jennifer Lynn Soltis | CHIEF COMPLIANCE OFFICER | — |
| SZERETVAI GEORGE GYULA | CEO; CHAIRMAN; CHAIRMAN/MANAGING PARTNER | — |
| TAYLOR AUTUMN ANN | CHIEF COMPLIANCE OFFICER; SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT/CHIEF OPERATIONS OFFICER/DIRECTOR | — |
| BROWN KEITH ALAN | TREASURER | — |
| HICKS MARK WAYNE | CORPORATE SECRETARY | — |
| UHLE MARTIN JOHN | PRESIDENT; PRESIDENT/CEO | — |
| MCCORMICK WILLIAM MATTHEW | PRESIDENT; PRESIDENT/CEO; PRESIDENT/CHIEF EXECUTIVE OFFICER (+2 more) | — |
| CLEARY JAMES FRANCIS | OWNER | — |
| BURKE DANIEL JAMES | CONTROLLER | — |
| RITVO ALAN DAVID | CHIEF COMPLIANCE OFFICER | — |
| SMITH JACOB DANIEL | OWNER | — |
| SZERETVAI PETER GEORGE | OWNER | — |
| AERNI SUZANNE | BOARD MEMBER; OWNER | — |
| SZERETRAI MICHELLE | OWNER | — |
| BERARDINELLI VINCENT MICHAEL | OWNER | — |
| BHATT MANISH B | CFO/TREASURER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105950/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105950/similar
- Related entities: https://search.stillhousedata.com/firm/105950/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105950

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.