James Vermillion
Vermillion Private Wealth · Lexington, Kentucky
James Vermillion is a fee-only financial advisor at Vermillion Private Wealth in Lexington, Kentucky. James charges a percentage of assets.
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Facts
| Firm | Vermillion Private Wealth |
|---|---|
| Based in | Lexington, Kentucky |
| Fee model | Percentage of assets |
| Assets under management | $13.5M across 125 accounts |
| SEC registration | Investment adviser representative in KY, LA, OH, PA, TX · CRD 6843610 |
| Exams passed | Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.vermillionprivatewealth.com |
| Profile |
How James's firm compares
- Vermillion Private Wealth's average account is about $108,000, from its Form ADV (assets managed divided by 125 accounts).
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Questions about James
Is James Vermillion a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Vermillion Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James charges a percentage of assets.
Where is James Vermillion based?
James Vermillion is based in Lexington, Kentucky.
Is James Vermillion registered with the SEC?
Yes. James Vermillion is registered as an investment adviser representative in KY, LA, OH, PA and TX (CRD 6843610), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vermillion Private Wealth manage?
Vermillion Private Wealth reports $13.5M across 125 accounts in assets under management.
How do I contact James Vermillion?
Through James's website, www.vermillionprivatewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Vermillion Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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