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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 1b 10b

VETA INVESTMENT PARTNERS, LLC

CRD 309023

LAWRENCE, KS

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:b31ab90b-031a-d1bb-faaa-d99ff5f23587

Data as of Aug 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 14
On other graphs: 0
Observed: Jun 12, 2020 to Aug 31, 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: institutional managerderivedprivate_client_share=0.0 fund_share=0.03 institutional_share=0.97 related_bd=true related_bank=false bd_reps=0.0
Regulatory AUM: $2.8BItem 5.F on the latest filing (2026-08-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $74.7M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $930Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 4
SEC number: 801-119046
CRD: 309023
Filings on the tape: 21
First filed: Jun 12, 2020
Latest filed: Aug 31, 2026
Organised: Limited Liability Company, DE
Website: vetainvestmentpartners.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
PHONVILOUTH VILAYOUNE	n/a	LAWRENCE, KS	6	11	n/a	no
ROSITSA ANGELOVA ESENBERG	n/a	LAWRENCE, KS	0	19	4	no
JEFFREY M SWARTS	Certified Financial Planner	LAWRENCE, KS	0	21	n/a	no

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
BARTAK, CHRISTOPHER, ALLEN	Manager	Na	yes	10/2022	Nov 14, 2022	Mar 19, 2024
CALLANAN, DAVID, JAMES	Trustee	F	yes	12/2021	Jun 12, 2020	Mar 19, 2024
CANFIELD FAMILY DYNASTY TRUST	SOLE MEMBER	E	yes	12/2016	May 6, 2021	Mar 19, 2024
CANFIELD, EILEEN, MICHELLE	Trustee	F	yes	12/2020	Jun 12, 2020	Mar 19, 2024
CANFIELD, JORDAN, LEE	Manager	Na	yes	11/2019	Sep 22, 2021	Mar 19, 2024
CANFIELD, THOMAS	Manager	F	yes	12/2020	May 6, 2021	Mar 19, 2024
FOSTER FAMILY DESCENDANTS TRUST	Member	C	yes	12/2022	Dec 21, 2023	Mar 19, 2024
J10Z15 INVESTMENTS, LLC	Member	C	yes	03/2021	May 6, 2021	Mar 19, 2024
KARLUN M. CALLANAN IRREVOCABLE TRUST A 2016	Member	C	yes	12/2021	Dec 21, 2023	Mar 19, 2024
TRUIST DELAWARE TRUST COMPANY	Trustee	F	yes	12/2022	Dec 21, 2023	Mar 19, 2024
VETA HOLDINGS, LLC	Member	D	yes	11/2019	Jun 12, 2020	Mar 19, 2024
VIG LLC	Member	C	yes	11/2019	Jun 12, 2020	Mar 19, 2024
VILAYOUNE, PHONVILOUTH	PRESIDENT & CEO, CCO	Na	yes	11/2019	Jun 12, 2020	Mar 19, 2024
VILAYOUNE, PHONVILOUTH	Member	E	yes	07/2019	Jun 12, 2020	Mar 19, 2024
FIRST STATE TRUST COMPANY	Trustee	F	no	12/2020	May 6, 2021	Mar 19, 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
AE WEALTH MANAGEMENT, LLC	n/a	Bd affiliated wealth	$50B	N	yes	n/a
MADISON AVENUE SECURITIES, LLC	n/a	Bd affiliated wealth	$2.0B	N	yes	n/a
ADVISORS EXCEL, LLC	n/a	n/a	n/a	N	yes	n/a
AE FINANCIAL SERVICES, LLC	n/a	n/a	n/a	N	yes	n/a
ASSET MARKETING SYSTEMS, LLC	n/a	n/a	n/a	N	yes	n/a
INNOVATION DESIGN GROUP, LLC	n/a	n/a	n/a	N	yes	n/a
THE IMPACT PARTNERSHIP, LLC	n/a	n/a	n/a	N	yes	n/a

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 6 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$2.8B	$74.7M	10	2	0	n/a	n/a
2024	Mar 26, 2025	$4.5B	$4.5B	6	2	0	n/a	n/a
2023	Mar 19, 2024	$3.1B	$3.1B	6	2	0	n/a	n/a
2022	Mar 22, 2023	$1.9B	$1.9B	6	2	1	n/a	n/a
2021	Jan 18, 2022	$1.2B	$1.2B	9	3	1	n/a	n/a
2020	Mar 29, 2021	$399M	$399M	9	3	1	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
1	0	1	0.0%	0	0	0	1	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	$2.8B	$4.5B	-37.9%	$1.9B	13.5%	10	6	1	0

Relationships

Affiliated with (3)

← IMPACT PARTNERSHIP WEALTH, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ MADISON AVENUE SECURITIES, LLCRegistered adviserother investment adviser, broker-dealer, common control
factForm ADV
→ AE WEALTH MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (3)

← JEFFREY M SWARTSAdvisorregistration: current employment
May 8, 2026 to presentfactForm ADV
← ROSITSA ANGELOVA ESENBERGAdvisorregistration: current employment
Jan 26, 2026 to presentfactForm ADV
← PHONVILOUTH VILAYOUNEAdvisorregistration: current employment
Jul 13, 2020 to presentfactForm ADV

Controls (13)

← CALLANAN, DAVID, JAMESOwnerTRUSTEE, ownership code F, individual
Jun 12, 2020 to Mar 19, 2024factForm ADV
← VILAYOUNE, PHONVILOUTHOwnerMEMBER, ownership code E, individual
Jun 12, 2020 to Mar 19, 2024factForm ADV
← CANFIELD, EILEEN, MICHELLEOwnerTRUSTEE, ownership code F, individual
Jun 12, 2020 to Mar 19, 2024factForm ADV
← CANFIELD, THOMASOwnerMANAGER, ownership code F, individual
May 6, 2021 to Mar 19, 2024factForm ADV
← CANFIELD, JORDAN, LEEOwnerMANAGER, ownership code NA, individual
Sep 22, 2021 to Mar 19, 2024factForm ADV
← BARTAK, CHRISTOPHER, ALLENOwnerMANAGER, ownership code NA, individual
Nov 14, 2022 to Mar 19, 2024factForm ADV
← CANFIELD FAMILY DYNASTY TRUSTOwnerSOLE MEMBER, ownership code E, domestic entity
May 6, 2021 to Mar 19, 2024factForm ADV
← FOSTER FAMILY DESCENDANTS TRUSTOwnerMEMBER, ownership code C, domestic entity
Dec 21, 2023 to Mar 19, 2024factForm ADV
← J10Z15 INVESTMENTS, LLCOwnerMEMBER, ownership code C, domestic entity
May 6, 2021 to Mar 19, 2024factForm ADV
← KARLUN M. CALLANAN IRREVOCABLE TRUST A 2016OwnerMEMBER, ownership code C, domestic entity
Dec 21, 2023 to Mar 19, 2024factForm ADV
← TRUIST DELAWARE TRUST COMPANYOwnerTRUSTEE, ownership code F, domestic entity
Dec 21, 2023 to Mar 19, 2024factForm ADV
← VETA HOLDINGS, LLCOwnerMEMBER, ownership code D, domestic entity
Jun 12, 2020 to Mar 19, 2024factForm ADV
← VIG LLCOwnerMEMBER, ownership code C, domestic entity
Jun 12, 2020 to Mar 19, 2024factForm ADV

Owns (1)

← FIRST STATE TRUST COMPANYOwnerTRUSTEE, ownership code F, domestic entity
May 6, 2021 to Mar 19, 2024factForm ADV

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
Veta Investment Partners, Llc reported RAUM $2.8B, down 38% from $4.5B (2026-01-26 to 2026-03-30)
Form ADVobserved 5 days ago
$-1.7B
Occurred
Mar 26, 2025
Regulatory AUM changed
Veta Investment Partners, Llc reported RAUM $4.5B, up 43% from $3.1B (2024-03-19 to 2025-03-26)
Form ADVobserved 5 days ago
$1.3B
Occurred
Mar 19, 2024
Regulatory AUM changed
Veta Investment Partners, Llc reported RAUM $3.1B, up 65% from $1.9B (2024-01-03 to 2024-03-19)
Form ADVobserved 5 days ago
$1.2B
Occurred
Dec 21, 2023
Control person left
Marie Karlun Callanan (Trustee) no longer on Schedule A of Veta Investment Partners, Llc (listed 2023-03-22, absent 2023-12-21)
Form ADVobserved 5 days ago
Occurred
Dec 21, 2023
Control person left
Ann Jennifer Foster (Trustee) no longer on Schedule A of Veta Investment Partners, Llc (listed 2023-03-22, absent 2023-12-21)
Form ADVobserved 5 days ago
Occurred
Dec 21, 2023
Control person joined
James David Callanan (Trustee) appeared on Schedule A of Veta Investment Partners, Llc
Form ADVobserved 5 days ago
Occurred
Mar 22, 2023
Regulatory AUM changed
Veta Investment Partners, Llc reported RAUM $1.9B, up 58% from $1.2B (2022-11-17 to 2023-03-22)
Form ADVobserved 5 days ago
$701M
Occurred
Nov 14, 2022
Control person left
James David Callanan (Manager) no longer on Schedule A of Veta Investment Partners, Llc (listed 2022-04-19, absent 2022-11-14)
Form ADVobserved 5 days ago
Occurred
Nov 14, 2022
Control person joined
Allen Christopher Bartak (Manager) appeared on Schedule A of Veta Investment Partners, Llc
Form ADVobserved 5 days ago
Occurred
Jan 18, 2022
Regulatory AUM changed
Veta Investment Partners, Llc reported RAUM $1.2B, up 203% from $398.9M (2021-09-22 to 2022-01-18)
Form ADVobserved 5 days ago
$808M
Occurred
Sep 22, 2021
Control person joined
Lee Jordan Canfield (Manager) appeared on Schedule A of Veta Investment Partners, Llc
Form ADVobserved 5 days ago
Occurred
May 6, 2021
Control person joined
Thomas Canfield (Manager) appeared on Schedule A of Veta Investment Partners, Llc
Form ADVobserved 5 days ago
Occurred
Mar 29, 2021
Regulatory AUM changed
Veta Investment Partners, Llc reported RAUM $398.9M, up 96% from $204.0M (2020-12-23 to 2021-03-29)
Form ADVobserved 5 days ago
$195M
Occurred
Jun 12, 2020
First Form ADV filing
Veta Investment Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b31ab90b-031a-d1bb-faaa-d99ff5f23587
First observed: Jun 12, 2020
Last observed: Aug 31, 2026 20 days 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.

VETA INVESTMENT PARTNERS, LLC

CRD 309023

LAWRENCE, KS

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:b31ab90b-031a-d1bb-faaa-d99ff5f23587

Data as of Aug 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:43 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PHONVILOUTH VILAYOUNE

n/a

LAWRENCE, KS

n/a

ROSITSA ANGELOVA ESENBERG

n/a

LAWRENCE, KS

JEFFREY M SWARTS

Certified Financial Planner

LAWRENCE, KS

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BARTAK, CHRISTOPHER, ALLEN

Manager

yes

10/2022

Nov 14, 2022

Mar 19, 2024

CALLANAN, DAVID, JAMES

Trustee

yes

12/2021

Jun 12, 2020

Mar 19, 2024

CANFIELD FAMILY DYNASTY TRUST

SOLE MEMBER

yes

12/2016

May 6, 2021

Mar 19, 2024

CANFIELD, EILEEN, MICHELLE

Trustee

yes

12/2020

Jun 12, 2020

Mar 19, 2024

CANFIELD, JORDAN, LEE

Manager

yes

11/2019

Sep 22, 2021

Mar 19, 2024

CANFIELD, THOMAS

Manager

yes

12/2020

May 6, 2021

Mar 19, 2024

FOSTER FAMILY DESCENDANTS TRUST

Member

yes

12/2022

Dec 21, 2023

Mar 19, 2024

J10Z15 INVESTMENTS, LLC

Member

yes

03/2021

May 6, 2021

Mar 19, 2024

KARLUN M. CALLANAN IRREVOCABLE TRUST A 2016

Member

yes

12/2021

Dec 21, 2023

Mar 19, 2024

TRUIST DELAWARE TRUST COMPANY

Trustee

yes

12/2022

Dec 21, 2023

Mar 19, 2024

VETA HOLDINGS, LLC

Member

yes

11/2019

Jun 12, 2020

Mar 19, 2024

VIG LLC

Member

yes

11/2019

Jun 12, 2020

Mar 19, 2024

VILAYOUNE, PHONVILOUTH

PRESIDENT & CEO, CCO

yes

11/2019

Jun 12, 2020

Mar 19, 2024

VILAYOUNE, PHONVILOUTH

Member

yes

07/2019

Jun 12, 2020

Mar 19, 2024

FIRST STATE TRUST COMPANY

Trustee

12/2020

May 6, 2021

Mar 19, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

AE WEALTH MANAGEMENT, LLC

n/a

Bd affiliated wealth

$50B

yes

n/a

MADISON AVENUE SECURITIES, LLC

n/a

Bd affiliated wealth

$2.0B

yes

n/a

ADVISORS EXCEL, LLC

n/a

yes

n/a

AE FINANCIAL SERVICES, LLC

n/a

yes

n/a

ASSET MARKETING SYSTEMS, LLC

n/a

yes

n/a

INNOVATION DESIGN GROUP, LLC

n/a

yes

n/a

THE IMPACT PARTNERSHIP, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$2.8B

$74.7M

n/a

2024

Mar 26, 2025

$4.5B

n/a

2023

Mar 19, 2024

$3.1B

n/a

2022

Mar 22, 2023

$1.9B

n/a

2021

Jan 18, 2022

$1.2B

n/a

2020

Mar 29, 2021

$399M

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

$2.8B

$4.5B

-37.9%

$1.9B

13.5%