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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 10b 100b

VIDENT ASSET MANAGEMENT

VIDENT ADVISORY, LLC, CRD 286622

ALPHARETTA, GA

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:8610cd50-29bd-711a-1f38-7273993cd03f

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 17
On other graphs: 0
Observed: Dec 6, 2018 to Mar 31, 2026
23 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: other adviserderivedprivate_client_share=0.16 fund_share=0.78 institutional_share=0.06 related_bd=false related_bank=false bd_reps=5.0
Regulatory AUM: $22BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $21B
Private client RAUM: $3.5BderivedItem 5.D individuals plus high net worth individuals
Private client share: 16%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $3.7Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 38
Advisory employees: 9
Offices: 6Schedule D 1.F, beyond the principal office
Accounts: 1,962
Individual clients: 588
High net worth clients: 720
SEC number: 801-114538
CIK: 1744347
CRD: 286622
Filings on the tape: 23
First filed: Dec 6, 2018
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE
Website: videntam.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DEBORAH KAY KIMERY	Chartered Financial Analyst	ALPHARETTA, GA	7	30	1	no
RUSSELL ROBERT AYAN	Chartered Financial Analyst	ALPHARETTA, GA \| Carlisle, MA	5	23	1	yes
WILLIAM JAMES IREDALE	Chartered Financial Analyst	ALPHARETTA, GA	3	24	2	no
David Earl Francati	n/a	ALPHARETTA, GA	3	10	2	no
Madhumitha Muthuvenkataramani	Chartered Financial Analyst	ALPHARETTA, GA	2	11	n/a	no
ANDREA SALSIRI	Chartered Financial Analyst	ALPHARETTA, GA	1	11	n/a	yes

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
BIRLEY, VINCE, LEONARD	CHIEF EXECUTIVE OFFICER	Na	yes	07/2023	Dec 6, 2018	Aug 13, 2024
Crawford, Casey, Stuart	SOLE MEMBER, OWNER	E	yes	07/2023	Jul 17, 2023	Aug 13, 2024
KIMERY, DEBORAH, KAY	CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER	Na	yes	07/2023	Dec 6, 2018	Aug 13, 2024
MM VAM, LLC	MANAGING MEMBER	E	yes	07/2023	Jul 17, 2023	Aug 13, 2024
NANDAKUMAR, AMRITA, NMN	President	Na	yes	06/2023	Jun 30, 2023	Aug 13, 2024
OLSEN, ERIK, KARL	CHIEF COMPLIANCE OFFICER	Na	yes	07/2021	Aug 25, 2021	Aug 13, 2024
VIDENT CAPITAL HOLDINGS, LLC	Member	E	yes	07/2023	Jul 17, 2023	Aug 13, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SOVEREIGN'S CAPITAL MANAGEMENT, LLC	n/a	Asset manager	$1.3B	N	yes	n/a
BLUE TRUST, INC.	n/a	n/a	n/a	N	yes	n/a

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; showing 7 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$22B	$21B	38	9	6	n/a	n/a
2024	Mar 28, 2025	$12B	$11B	31	8	5	n/a	n/a
2023	Mar 28, 2024	$9.0B	$8.2B	21	6	4	n/a	n/a
2022	Mar 31, 2023	$1.4B	$1.4B	5	1	0	n/a	n/a
2021	Mar 31, 2022	$1.5B	$1.5B	5	1	0	n/a	n/a
2020	Mar 11, 2021	$1.3B	$1.3B	5	1	0	n/a	n/a
2019	Mar 27, 2020	$1.7B	$1.7B	4	1	0	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	0	0	0.0%	0	0	0	0	0

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	$22B	$12B	82.1%	$1.4B	148.2%	38	31	6	5

Relationships

Affiliated with (2)

→ SOVEREIGN'S CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
← VIDENT INVESTMENT ADVISORY, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (7)

← ANDREA SALSIRIAdvisorregistration: current employment
May 15, 2025 to presentfactForm ADV
← Madhumitha MuthuvenkataramaniAdvisorregistration: current employment
May 2, 2024 to presentfactForm ADV
← David Earl FrancatiAdvisorregistration: current employment
Jul 26, 2023 to presentfactForm ADV
← WILLIAM JAMES IREDALEAdvisorregistration: current employment
Jul 25, 2023 to presentfactForm ADV
← RUSSELL ROBERT AYANAdvisorregistration: current employment
Aug 24, 2021 to presentfactForm ADV
← DEBORAH KAY KIMERYAdvisorregistration: current employment
Sep 3, 2019 to presentfactForm ADV
← MATTHEW B CARNEYAdvisorregistration: previous registration
Aug 8, 2019 to May 21, 2021factForm ADV

Controls (7)

← BIRLEY, VINCE, LEONARDOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Dec 6, 2018 to Aug 13, 2024factForm ADV
← KIMERY, DEBORAH, KAYOwnerCHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER, ownership code NA, individual
Dec 6, 2018 to Aug 13, 2024factForm ADV
← OLSEN, ERIK, KARLOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 25, 2021 to Aug 13, 2024factForm ADV
← NANDAKUMAR, AMRITA, NMNOwnerPRESIDENT, ownership code NA, individual
Jun 30, 2023 to Aug 13, 2024factForm ADV
← Crawford, Casey, StuartOwnerSOLE MEMBER, OWNER, ownership code E, individual
Jul 17, 2023 to Aug 13, 2024factForm ADV
← MM VAM, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Jul 17, 2023 to Aug 13, 2024factForm ADV
← VIDENT CAPITAL HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Jul 17, 2023 to Aug 13, 2024factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Vident Asset Management reported RAUM $22.0B, up 82% from $12.1B (2025-07-09 to 2026-03-31)
Form ADVobserved 4 days ago
$9.9B
Occurred
Mar 28, 2025
Regulatory AUM changed
Vident Asset Management reported RAUM $12.1B, up 35% from $9.0B (2025-02-05 to 2025-03-28)
Form ADVobserved 4 days ago
$3.1B
Occurred
Mar 28, 2024
Regulatory AUM changed
Vident Asset Management reported RAUM $9.0B, up 27% from $7.1B (2023-07-17 to 2024-03-28)
Form ADVobserved 4 days ago
$1.9B
Occurred
Jul 17, 2023
Regulatory AUM changed
Vident Asset Management reported RAUM $7.1B, up 391% from $1.4B (2023-06-30 to 2023-07-17)
Form ADVobserved 4 days ago
$5.6B
Occurred
Jul 17, 2023
Control person joined
Stuart Casey Crawford (Sole Member, Owner) appeared on Schedule A of Vident Asset Management
Form ADVobserved 4 days ago
Occurred
Jul 17, 2023
Control person left
Immanuel Mohammad Baki (Trustee) no longer on Schedule A of Vident Asset Management (listed 2023-06-30, absent 2023-07-17)
Form ADVobserved 4 days ago
Occurred
Jul 17, 2023
Control person left
Baker Warren Crow (Trustee) no longer on Schedule A of Vident Asset Management (listed 2023-06-30, absent 2023-07-17)
Form ADVobserved 4 days ago
Occurred
Jun 30, 2023
Control person joined
Nmn Amrita Nandakumar (President) appeared on Schedule A of Vident Asset Management
Form ADVobserved 4 days ago
Occurred
Dec 16, 2022
Control person left
Lowell Brian Shepler (Trustee) no longer on Schedule A of Vident Asset Management (listed 2022-03-31, absent 2022-12-16)
Form ADVobserved 4 days ago
Occurred
Dec 16, 2022
Control person joined
Baker Warren Crow (Trustee) appeared on Schedule A of Vident Asset Management
Form ADVobserved 4 days ago
Occurred
Aug 25, 2021
Control person joined
Karl Erik Olsen (Chief Compliance Officer) appeared on Schedule A of Vident Asset Management
Form ADVobserved 4 days ago
Occurred
Aug 25, 2021
Control person left
Marie Karen Donnelly (Chief Compliance Officer) no longer on Schedule A of Vident Asset Management (listed 2021-05-21, absent 2021-08-25)
Form ADVobserved 4 days ago
Occurred
May 21, 2021
Control person left
B Matthew Carney (Chief Compliance Officer) no longer on Schedule A of Vident Asset Management (listed 2021-03-11, absent 2021-05-21)
Form ADVobserved 4 days ago
Occurred
May 21, 2021
Control person joined
Marie Karen Donnelly (Chief Compliance Officer) appeared on Schedule A of Vident Asset Management
Form ADVobserved 4 days ago
Occurred
Oct 9, 2020
Control person left
Jamila Aisha Hunt (General Counsel, Secretary, Chief Compliance Officer) no longer on Schedule A of Vident Asset Management (listed 2020-03-27, absent 2020-10-09)
Form ADVobserved 4 days ago
Occurred
Apr 1, 2019
Control person joined
Jamila Aisha Hunt (General Counsel, Secretary, Chief Compliance Officer) appeared on Schedule A of Vident Asset Management
Form ADVobserved 4 days ago
Occurred
Dec 6, 2018
First Form ADV filing
Vident Advisory, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8610cd50-29bd-711a-1f38-7273993cd03f
First observed: Dec 6, 2018
Last observed: Mar 31, 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.

VIDENT ASSET MANAGEMENT

VIDENT ADVISORY, LLC, CRD 286622

ALPHARETTA, GA

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:8610cd50-29bd-711a-1f38-7273993cd03f

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:52 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DEBORAH KAY KIMERY

Chartered Financial Analyst

ALPHARETTA, GA

RUSSELL ROBERT AYAN

Chartered Financial Analyst

ALPHARETTA, GA | Carlisle, MA

yes

WILLIAM JAMES IREDALE

Chartered Financial Analyst

ALPHARETTA, GA

David Earl Francati

n/a

ALPHARETTA, GA

Madhumitha Muthuvenkataramani

Chartered Financial Analyst

ALPHARETTA, GA

n/a

ANDREA SALSIRI

Chartered Financial Analyst

ALPHARETTA, GA

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BIRLEY, VINCE, LEONARD

CHIEF EXECUTIVE OFFICER

yes

07/2023

Dec 6, 2018

Aug 13, 2024

Crawford, Casey, Stuart

SOLE MEMBER, OWNER

yes

07/2023

Jul 17, 2023

Aug 13, 2024

KIMERY, DEBORAH, KAY

CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER

yes

07/2023

Dec 6, 2018

Aug 13, 2024

MM VAM, LLC

MANAGING MEMBER

yes

07/2023

Jul 17, 2023

Aug 13, 2024

NANDAKUMAR, AMRITA, NMN

President

yes

06/2023

Jun 30, 2023

Aug 13, 2024

OLSEN, ERIK, KARL

CHIEF COMPLIANCE OFFICER

yes

07/2021

Aug 25, 2021

Aug 13, 2024

VIDENT CAPITAL HOLDINGS, LLC

Member

yes

07/2023

Jul 17, 2023

Aug 13, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SOVEREIGN'S CAPITAL MANAGEMENT, LLC

n/a

Asset manager

$1.3B

yes

n/a

BLUE TRUST, INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$22B

$21B

n/a

2024

Mar 28, 2025

$12B

$11B

n/a

2023

Mar 28, 2024

$9.0B

$8.2B

n/a

2022

Mar 31, 2023

$1.4B

n/a

2021

Mar 31, 2022

$1.5B

n/a

2020

Mar 11, 2021

$1.3B

n/a

2019

Mar 27, 2020

$1.7B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$22B

$12B

82.1%

$1.4B

148.2%