Calvin Montgomery Mihal
Investment adviser representative at Vanguard Advisers, Inc.
12 yearsExperience
1 stateRegistered in
$344.6BFirm assets
31 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Vanguard Advisers, Inc.Jun 2023 to now
- The Vanguard Group, Inc.Jun 2022 to now
- Vanguard Marketing CorporationJun 2022 to now
- Self EmployedDec 2021 to Aug 2022
- Winston Products LLCMay 2021 to Aug 2021
- The Wyatt ApartmentsFeb 2019 to Aug 2022
- KrogerFeb 2019 to May 2019
- The Hub On Campus LexingtonNov 2018 to Feb 2019
- Bay Service DepartmentMay 2018 to Aug 2018
- University of KentuckyAug 2017 to May 2022
- Heinen's Grocery StoreAug 2016 to Aug 2017
- Bay Village High SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7545131
- Firm CRD
- 106715