Vindicta Investment Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Vindicta Investment Advisors provides discretionary asset management and financial planning services to high‑net‑worth individuals, institutions, small businesses, and not‑for‑profit organizations. The firm manages custodial accounts with continuous supervision and charges asset‑based advisory fees, and it does not participate in wrap fee programs.
The firm’s investment process blends fundamental and technical analysis (including charting) with modern portfolio theory, and it implements long‑term, short‑term, and income‑oriented strategies in separately managed, discretionary accounts. Clients receive periodic reviews and quarterly account reporting; the firm recommends a qualified custodian for custody and fee billing and does not vote client proxies.
Noteworthy for a registered investment manager, the firm is newly formed and currently reports no assets under management or clients, and it operates with a single principal who concurrently holds full‑time employment as an investment manager at a foundation, a circumstance the brochure discloses that could affect availability and potential conflicts. The principal holds the CFA designation and the firm adheres to the CFA Institute Code of Ethics, discloses its ability to deduct advisory fees from client accounts, and does not charge performance‑based fees.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Business Financial Management
Occupation focus
Founder/Business Owner
Fee options
Financial Planning and Consulting Fee Schedule: Fixed Fee $2,250
$0 - $249,999: 1.25% $250,000 - $499,999: 1.00% $500,000 - $999,999: 0.85% $1,000,000+: 0.75%
Account minimum: $250,000 account minimum. Accounts less than $250,000 will be considered on a case by case basis.
Main office location
Vindicta Investment Advisors LLC
Sewickley PA, United States
Number of offices
1
Most active in
Vindicta Investment Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")