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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

VISHRIA BIRD FINANCIAL GROUP, LLC

CRD 291979

MEMPHIS, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:035a65ff-3e1a-1f65-3a89-7324f5603cf4

Data as of Apr 8, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 6
On other graphs: 0
Observed: Jan 29, 2018 to Apr 8, 2025
15 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $600MItem 5.F on the latest filing (2025-04-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $535M
Private client RAUM: $599MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,243
Individual clients: 174
High net worth clients: 118
Custody, client assets: $78.6M
SEC number: 801-112527
CIK: 1746438
CRD: 291979
Filings on the tape: 15
First filed: Jan 29, 2018
Latest filed: Apr 8, 2025
Organised: Limited Liability Company, TN
Website: vbfinancialgroup.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KHAKAL TRUST II	Member	C	yes	01/2018	Jan 29, 2018	Nov 18, 2024
KHAKUJI TRUST	Member	C	yes	01/2018	Jan 29, 2018	Nov 18, 2024
TODD, SUSAN, FISHER	CHIEF COMPLIANCE OFFICER	Na	yes	01/2018	Jan 29, 2018	Nov 18, 2024
Vishria, Aaron	Trustee	F	yes	01/2018	Jan 29, 2018	Nov 18, 2024
Vishria, Aaron	Trustee	F	yes	10/2012	Jan 29, 2018	Nov 18, 2024
VISHRIA, HARISH, VASANJI	Manager	Na	yes	01/2018	Jan 29, 2018	Nov 18, 2024
VISHRIA, URMILA	Member	Na	no	01/2018	Jan 29, 2018	Nov 18, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 7 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2024	Apr 8, 2025	$600M	$535M	7	6	n/a	n/a
2023	Feb 17, 2024	$510M	$467M	7	6	n/a	n/a
2022	Feb 18, 2023	$399M	$363M	8	7	n/a	n/a
2021	Feb 10, 2022	$475M	$443M	7	5	n/a	n/a
2020	Mar 8, 2021	$390M	$356M	7	5	n/a	n/a
2019	Feb 20, 2020	$311M	$292M	7	5	n/a	n/a
2018	Jan 30, 2019	$233M	$222M	7	5	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	2	-2	n/a	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$600M	$510M	17.6%	$475M	8.1%	7	7	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MERCER GLOBAL ADVISORS INC.	2	Dec 23, 2025	May 7, 2025	MEMPHIS, TN	Team lift out	RIA to RIA	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AMERIPRISE FINANCIAL SERVICES, LLC	2	Mar 5, 2018	Mar 5, 2018	CORDOVA, TN	Team lift out	Ibd to new firm	0.0%

Relationships

Registered with (2)

← HARISH VASANJI VISHRIAAdvisorregistration: previous registration
Mar 5, 2018 to Dec 23, 2025factForm ADV
← ROBERT FLOYD BIRDAdvisorregistration: previous registration
Mar 5, 2018 to Dec 23, 2025factForm ADV

Moved with (2)

→ MERCER GLOBAL ADVISORS INC.Registered adviser2 advisors, team lift out, same day
Dec 23, 2025 to May 7, 2025factForm ADV
← AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviser2 advisors, team lift out
Mar 5, 2018 to Mar 5, 2018factForm ADV

Owns (1)

← VISHRIA, URMILAOwnerMEMBER, ownership code NA, individual
Jan 29, 2018 to Nov 18, 2024factForm ADV

Controls (5)

← VISHRIA, HARISH, VASANJIOwnerMANAGER, ownership code NA, individual
Jan 29, 2018 to Nov 18, 2024factForm ADV
← TODD, SUSAN, FISHEROwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 29, 2018 to Nov 18, 2024factForm ADV
← Vishria, AaronOwnerTRUSTEE, ownership code F, individual
Jan 29, 2018 to Nov 18, 2024factForm ADV
← KHAKAL TRUST IIOwnerMEMBER, ownership code C, domestic entity
Jan 29, 2018 to Nov 18, 2024factForm ADV
← KHAKUJI TRUSTOwnerMEMBER, ownership code C, domestic entity
Jan 29, 2018 to Nov 18, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 23, 2025
Team lift-out
2 advisors left Vishria Bird Financial Group, LLC (Memphis, TN) for Mercer Global Advisors Inc. on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Dec 23, 2025
Advisor changed firm
Robert Floyd Bird left Vishria Bird Financial Group, Llc for Mercer Global Advisors Inc. (registered 2025-04-07)
Form ADVobserved 5 days ago
Occurred
Dec 23, 2025
Advisor changed firm
Harish Vasanji Vishria left Vishria Bird Financial Group, Llc for Mercer Global Advisors Inc. (registered 2025-05-07)
Form ADVobserved 5 days ago
Occurred
Feb 17, 2024
Regulatory AUM changed
Vishria Bird Financial Group, Llc reported RAUM $509.8M, up 28% from $398.7M (2023-06-28 to 2024-02-17)
Form ADVobserved 5 days ago
$111M
Occurred
Jan 29, 2018
First Form ADV filing
Vishria Bird Financial Group, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Jan 2, 2026
Vishria Bird Financial Group, Llc no longer on the SEC adviser roster (last listed 2025-12-20, RAUM $599.7M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:035a65ff-3e1a-1f65-3a89-7324f5603cf4
First observed: Jan 29, 2018
Last observed: Apr 8, 2025 17 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

VISHRIA BIRD FINANCIAL GROUP, LLC

CRD 291979

MEMPHIS, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:035a65ff-3e1a-1f65-3a89-7324f5603cf4

Data as of Apr 8, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:46 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KHAKAL TRUST II

Member

yes

01/2018

Jan 29, 2018

Nov 18, 2024

KHAKUJI TRUST

Member

yes

01/2018

Jan 29, 2018

Nov 18, 2024

TODD, SUSAN, FISHER

CHIEF COMPLIANCE OFFICER

yes

01/2018

Jan 29, 2018

Nov 18, 2024

Vishria, Aaron

Trustee

yes

01/2018

Jan 29, 2018

Nov 18, 2024

Vishria, Aaron

Trustee

yes

10/2012

Jan 29, 2018

Nov 18, 2024

VISHRIA, HARISH, VASANJI

Manager

yes

01/2018

Jan 29, 2018

Nov 18, 2024

VISHRIA, URMILA

Member

01/2018

Jan 29, 2018

Nov 18, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Apr 8, 2025

$600M

$535M

n/a

2023

Feb 17, 2024

$510M

$467M

n/a

2022

Feb 18, 2023

$399M

$363M

n/a

2021

Feb 10, 2022

$475M

$443M

n/a

2020

Mar 8, 2021

$390M

$356M

n/a

2019

Feb 20, 2020

$311M

$292M

n/a

2018

Jan 30, 2019

$233M

$222M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$600M

$510M

17.6%

$475M

8.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERCER GLOBAL ADVISORS INC.

Dec 23, 2025

May 7, 2025

MEMPHIS, TN

Team lift out

RIA to RIA

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AMERIPRISE FINANCIAL SERVICES, LLC

Mar 5, 2018

CORDOVA, TN

Team lift out

Ibd to new firm

0.0%