DFX Intelligence

V•••••• C•••••• M•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

V•••••• C•••••• M•••••••••

CRD 111410

MILL VALLEY, CA

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:34f39834-57bc-fe19-2cc8-5570372d371a

Data as of May 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 30, 2012 to May 11, 2026
21 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: independent wealth managerderivedprivate_client_share=0.89 fund_share=0.0 institutional_share=0.09 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.0B••• Locked
Discretionary RAUM: $1.0B
Private client RAUM: $927Mderived••• Locked
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 1

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
V••••••• A•••• A••••••	PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	E	yes	04/2012	May 11, 2026	May 11, 2026

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.0B	$912M	14.0%	$709M	13.6%	1	1	0	0

Relationships

Affiliated with (1)

← CHARLES RAVEN CAPITAL MANAGEMENT CORegistered adviserother investment adviser
factForm ADV

Controls (1)

← V••••••• A•••• A••••••OwnerPRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 30, 2012 to Mar 29, 2024factForm ADV

Registered with (2)

← MATTHEW JOSEPH SCHMIDTAdvisorregistration: previous registration
Nov 9, 2016 to Dec 31, 2020factForm ADV

Dated events

Occurred
Mar 28, 2019
Control person left
Anthony Paul Violich (Chief Compliance Officer) no longer on Schedule A of V•••••• C•••••• M••••••••• (listed 2018-12-07, absent 2019-03-28)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:34f39834-57bc-fe19-2cc8-5570372d371a
First observed: Mar 30, 2012
Last observed: May 11, 2026 4 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.