DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Vantage Consulting Group Inc
Latest filing Aug 5, 2026
First filing on the tape Mar 30, 2012 · 51 filings
SEC status approved since Jul 17, 1986
RAUM
$246M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$30.8M
derived; firm RAUM over IAPD count
Employees
10
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
9
reported on Schedule D
History
51 filings and snapshots on the tape
RAUM$246M as of Aug 5, 2026
Mar 30, 2012$5.4B then
HNW client RAUM$943,335 as of Mar 31, 2023
Mar 31, 2021$1.0M then
State-registered IARs (5.B.3)6 as of Aug 5, 2026
Mar 30, 20120 then
Employees (5.A)10 as of Aug 5, 2026
Apr 1, 201315 then
Private funds9 as of Aug 5, 2026
Mar 30, 20121 then
RAUM +6.7% over the last fiscal year-39% a year over threeIARs 6 to 6
Practice profile
derived from the filing of Aug 5, 2026; every figure names its basis
Archetypes, each a printed rule
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $30.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $35.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 25%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 8.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +4.7%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, pension consulting, selection of other advisers, otherreportedItem 5.G
- Custody
- $184M, 7 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$177M74%
- Pension and profit-sharing plans$62.5M26%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $184M for 7 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.72 institutional_share=0.25 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Mark Terrence Finn | Virginia Beach , Va | Aug 21, 1997 | 41 y | 0 |
| Jonathan Frederick FinnChartered Financial Analyst | Virginia Beach, Va | Jan 21, 2000 | 31 y | 0 |
| Ruth Bell Cole | Virginia Beach, Va | Jan 21, 2000 | 37 y | 0 |
| James Thomas Wolfe | Virginia Beach, Va | Feb 5, 2002 | 39 y | 0 |
| Eloise Clyde ChandlerChartered Financial Analyst | Virginia Beach, Va | May 10, 2002 | 37 y | 0 |
| Sanjeev Sagar MudumbaChartered Financial Analyst | Virginia Beach, Va | Dec 11, 2015 | 21 y | 0 |
| David Phillip Schippers | Virginia Beach, Va | Mar 8, 2016 | 14 y | 0 |
| John A Dessouki | Virginia Beach, Va | Feb 8, 2017 | 10 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Joshua L. Haggerty to Scott & Stringfellow, LLCApr 6, 2005 · Other
Joined, latest
none on the tape
Private funds
13 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| New Ventures III Vo, LLC | Private Equity Fund | $69.1M | 8 | Mar 29, 2019 |
| First Landing Fund, LLC | Hedge Fund | $68.5M | 48 | Feb 3, 2016 |
| New Ventures III, LLC | Private Equity Fund | $58.1M | 168 | Mar 27, 2017 |
| Vantage Multi-Strategy Fund L.P. Royalty Series | Other Private Fund | $33.0M | 43 | Mar 30, 2020 |
| New Ventures I, LLC | Venture Capital Fund | $26.6M | 33 | Mar 30, 2012 |
| Vantage Multi-Strategy Fund L.P. Aviation Series II | Other Private Fund | $26.3M | 79 | Mar 31, 2023 |
| Vantage Multi-Strategy Fund L.P. Aviation Series | Other Private Fund | $16.8M | 90 | Mar 30, 2020 |
| New Ventures As Solutions II, LLC | Private Equity Fund | $15.2M | 57 | Oct 11, 2021 |
| New Ventures Select LLC | Other Private Fund | $3.5M | 72 | Mar 28, 2014 |
| Datagrow Index Portfolio Series Vantage Multi-Strategy Fund L.P.no longer reported | Other Private Fund | $1.1M | 1 | Mar 30, 2020 |
| Highview Finance Holding Company Limitedno longer reported | Private Equity Fund | $828,439 | 10 | Mar 30, 2015 |
| Sunrise Be I LLCno longer reported | Private Equity Fund | $371,425 | 27 | Mar 30, 2015 |
| Vantage Multi Strategy Fund L.P.no longer reported | Other Private Fund | $0 | 0 | Mar 29, 2019 |
Owners and control persons
Schedule A and B, latest filing
- Clyde Eloise Chandler · Presidentcontrolsince 03/2002 · owns less than 5%
- Curtis Geoffrey Cole · Secretary/ Treasurercontrolsince 03/2022 · owns less than 5%
- Frederick Jonathan Finn · Executive Vice President/Ciocontrolsince 03/2002 · owns 25% to 50%
- Terrence Mark Finn · Chairman/Ceo/Chief Compliance Officercontrolsince 10/1988 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Virginia Beach, Va · principal | 8 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- high institutional concentrationStatic outlier · filing Aug 5, 2026institutional share of RAUM of 25% against a peer median of 0% (1567 comparable advisers, 99.0th percentile, 8.6 robust deviations)peers: asset managers, $100M to $500M (1,567) · 99% percentile
What changed
consecutive filings, newest first
- Assets in custody · $179M to $184MMar 30, 2026 to Aug 5, 2026
- Discretionary RAUM · $242M to $246MMar 30, 2026 to Aug 5, 2026
- Pooled vehicle RAUM · $172M to $177MMar 30, 2026 to Aug 5, 2026
- RAUM · $242M to $246MMar 30, 2026 to Aug 5, 2026
- Accounts · 8 to 7Mar 31, 2025 to Mar 30, 2026
- Assets in custody · $231M to $179MMar 31, 2025 to Mar 30, 2026
- Employees · 13 to 10Mar 31, 2025 to Mar 30, 2026
- Private funds · 8 to 9Mar 31, 2025 to Mar 30, 2026
- Discretionary RAUM · $231M to $242MMar 31, 2025 to Mar 30, 2026
- Pension RAUM · $46.8M to $62.5MMar 31, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $178M to $172MMar 31, 2025 to Mar 30, 2026
- RAUM · $231M to $242MMar 31, 2025 to Mar 30, 2026
- Accounts · 15 to 8Jun 28, 2024 to Mar 31, 2025
- Advisory employees · 7 to 6Jun 28, 2024 to Mar 31, 2025
- Advisory activities · 7 to 6Jun 28, 2024 to Mar 31, 2025
- Pooled vehicle clients · 8 to 7Jun 28, 2024 to Mar 31, 2025
- Assets in custody · $277M to $231MJun 28, 2024 to Mar 31, 2025
- Employees · 16 to 13Jun 28, 2024 to Mar 31, 2025
- Financial planning clients · unset to Jun 28, 2024 to Mar 31, 2025
- State-registered IARs · 7 to 6Jun 28, 2024 to Mar 31, 2025
- Private funds · 9 to 8Jun 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $469M to $231MJun 28, 2024 to Mar 31, 2025
- Pension RAUM · $7.4M to $46.8MJun 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $270M to $178MJun 28, 2024 to Mar 31, 2025
- RAUM · $469M to $231MJun 28, 2024 to Mar 31, 2025
- Assets in custody · $271M to $277MMar 29, 2024 to May 30, 2024
- Discretionary RAUM · $463M to $469MMar 29, 2024 to May 30, 2024
- Pooled vehicle RAUM · $265M to $270MMar 29, 2024 to May 30, 2024
- RAUM · $463M to $469MMar 29, 2024 to May 30, 2024
- Accounts · 17 to 15Mar 31, 2023 to Mar 29, 2024
- Assets in custody · $315M to $271MMar 31, 2023 to Mar 29, 2024
- Employees · 19 to 16Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.1B to $463MMar 31, 2023 to Mar 29, 2024
- HNW RAUM · 943335.0 to unsetMar 31, 2023 to Mar 29, 2024
- Pension RAUM · $607M to $7.4MMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $307M to $265MMar 31, 2023 to Mar 29, 2024
- RAUM · $1.1B to $463MMar 31, 2023 to Mar 29, 2024
- Accounts · 18 to 17Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 9 to 8Mar 31, 2022 to Mar 31, 2023
- Assets in custody · $447M to $315MMar 31, 2022 to Mar 31, 2023
Signals
7 dated events
- Vantage Consulting Group Inc reported RAUM $230.8M, down 51% from $468.7M (2024-06-28 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Vantage Consulting Group Inc reported RAUM $463.2M, down 58% from $1.1B (2023-03-31 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Vantage Consulting Group Inc reported RAUM $1.1B, down 51% from $2.3B (2022-03-31 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Vantage Consulting Group Inc reported RAUM $2.3B, down 32% from $3.3B (2021-10-11 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Bell Ruth Cole (Secretary/Treasurer/Cfo) no longer on Schedule A of Vantage Consulting Group Inc (listed 2021-10-11, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- Geoffrey Cole (Secretary/ Treasurer) appeared on Schedule A of Vantage Consulting Group IncMar 31, 2022 · Control person joined · fact
- Vantage Consulting Group Inc reported RAUM $3.3B, up 31% from $2.5B (2021-01-29 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Vantage Consulting Group Inc · Family Officesshared crd · office
- Vantage Consulting Group Inc · Independent Sponsorsshared crd · capital_provider
- Vantage Consulting Group Inc · Private Equityshared crd · organization
- Vantage Consulting Group Inc · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/scientia-venturesreportedpublic record, Form ADV, Sep 18, 2026
- Website
- scientiavc.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 757-491-1200reportedpublic record, Form ADV, Aug 5, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $30.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026