# Mount Vernon Financial

Mount Vernon Financial is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** $100M - $500M (Altss estimate)
- **Website:** mountvernonfinancial.com

## Regulatory record

- **CRD number:** 340783
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/340783

## About

MOUNT VERNON FINANCIAL is a state-registered investment adviser in MOUNT VERNON, OH. It has 1 employee and 1 investment adviser. The firm is based in MOUNT VERNON, OH.

## Sectors

- Real Estate
- Private Credit
- Public Equities

## People

- John H. Chaffee — President

## Questions

### Does Mount Vernon Financial participate in fund commitments or only direct deals?

The office blends direct investments with limited partner commitments to external funds. Its direct activity is concentrated in public equities and real estate, while its private credit exposure includes both direct lending and fund commitments. It is not known to pursue direct venture-stage technology deals, preferring manager-led access in less liquid strategies.

### Which sectors does Mount Vernon Financial explicitly avoid?

Based on observable investment patterns, the office avoids venture-stage technology, cryptocurrency, and speculative growth equity. Its capital preservation mandate steers it toward cash-flowing assets with tangible value — public equities in mature companies, income-producing real estate, and private credit with contractual returns. Early-stage venture, biotech, and distressed-turnaround situations are absent from its known portfolio footprint.

## Related profiles

- [Mount Financial Freedom](https://altss.com/profile/mount-financial-freedom)
- [Mountain Vista Wealth Management](https://altss.com/profile/mountain-vista-wealth-management)

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Last updated: 2026-07-06T01:24:21.701Z

Canonical page: https://altss.com/profile/mount-vernon-financial

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