Vci Wealth Management LLC
VCI Wealth Management LLC (doing business as FEFA Financial LLC) is a Missouri-based investment advisory firm headquartered in Saint Louis, founded in February 2023. The principal owner is EV Capital LLC, led by Andrew Stringer and Stringer Strategic Solutions, LLC. The firm provides portfolio management services to individuals, retirement plans, and other clients, focusing on individualized investment strategies and fiduciary management. As of 2025, it reports $286M in assets under management and serves clients seeking tailored financial planning and investment advisory services. Employee count is not explicitly reported, but given its boutique status, likely fewer than 20.
Investment Strategy
The firm delivers ongoing wrap fee portfolio management services customized to each client's goals, risk tolerance, and time horizon. An individualized Investment Policy Statement is created for every client. VCI Wealth Management exercises discretionary authority to select and manage investments without client pre-approval for each transaction, emphasizing asset allocation, security selection, and continual portfolio monitoring. The strategy is grounded in fiduciary obligations, seeking fair and equitable allocation of investment opportunities across clients, and employs third-party analytical software to assess risk tolerance. Investment decisions avoid practices that advantage or disadvantage specific client portfolios.
Top Holdings
Equity Positions (115)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IAU | ISHARES GOLD TR | 9.81% | $32.3M | 444,351 | $48.76 | $72.77 | +$5.7M |
M MSFT | MICROSOFT CORP | 4.93% | $16.3M | 31,377 | $437.81 | $517.95 | +$2.2M |
N NVDA | NVIDIA CORPORATION | 4.88% | $16.1M | 86,195 | $110.42 | $186.58 | +$3.5M |
V VEA | VANGUARD TAX-MANAGED FDS | 4.76% | $15.7M | 262,045 | $53.27 | $59.92 | +$1.9M |
J JPST | J P MORGAN EXCHANGE TRADED F | 4.30% | $14.2M | 279,248 | $50.39 | $50.73 | +$889.8K |