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CRD 285042
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MARK TODD VANDIVER | n/a | NASHVILLE, TN | 9 | 39 | 5 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| VANDIVER, MARK, TODD | MANAGING MEMBER; CCO | E | yes | 08/2016 | Sep 15, 2016 | Mar 1, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 17, 2026 | $284M | $263M | 1 | 1 | 0 | n/a | n/a |
| 2024 | Mar 4, 2025 | $247M | $227M | 1 | 1 | 0 | n/a | n/a |
| 2023 | Mar 1, 2024 | $227M | $208M | 1 | 1 | 0 | n/a | n/a |
| 2022 | Feb 23, 2023 | $212M | $184M | 1 | 1 | 0 | n/a | n/a |
| 2021 | Mar 30, 2022 | $242M | $198M | 1 | 1 | 0 | n/a | n/a |
| 2020 | Mar 10, 2021 | $201M | $154M | 1 | 1 | 0 | n/a | n/a |
| 2019 | Mar 27, 2020 | $172M | $126M | 1 | 1 | 0 | n/a | n/a |
| 2018 | Mar 6, 2019 | $147M | $114M | 1 | 1 | 0 | n/a | n/a |
| 2017 | Mar 23, 2018 | $139M | $96.5M | 1 | 1 | 0 | n/a | n/a |
| 2016 | Mar 29, 2017 | $115M | $85.0M | 1 | 1 | n/a | n/a | 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 | 0 | 0.0% | 0 | 0 | 0 | 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 | $284M | $247M | 15.1% | $212M | 10.3% | 1 | 1 | 0 | 0 |