DFX Intelligence

Data Factory

A••••• I••••••••• 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 100m 1b

A••••• I••••••••• M•••••••••

K•••• E. V•••••••••, LLC, CRD 173687

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:4b27dcbd-59f0-9572-867a-c1d6fa1c5559

Data as of Mar 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 2
On other graphs: 0
Observed: Mar 28, 2016 to Mar 29, 2026
14 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=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $121MItem 5.F on the latest filing (2026-03-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $121M
Private client RAUM: $119MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

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
V••••••••• K••••• E•••••	MANAGING MEMBER, OWNER, CEO, CCO	E	yes	11/2014	Mar 28, 2016	Mar 22, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

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

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

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
2025	$121M	$119M	1.7%	$101M	6.2%	2	2	2	2

Relationships

Controls (1)

← V••••••••• K••••• E•••••OwnerMANAGING MEMBER, OWNER, CEO, CCO, ownership code E, individual
Mar 28, 2016 to Mar 22, 2024factForm ADV

Dated events

Occurred
Feb 7, 2017
Succession filed (Item 4)
A••••• I••••••••• M••••••••• reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 7 days ago
Occurred
Mar 28, 2016
First Form ADV filing
A••••• I••••••••• M••••••••• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4b27dcbd-59f0-9572-867a-c1d6fa1c5559
First observed: Mar 28, 2016
Last observed: Mar 29, 2026 5 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.