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
Volumetric Advisers
Legal name Volumetric Advisers Inc
Latest filing Feb 26, 2026
First filing on the tape Jan 30, 2012 · 22 filings
SEC status approved since May 15, 1985
RAUM
$37.6M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.6%
$210,103 individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$18.8M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
22 filings and snapshots on the tape
RAUM$37.6M as of Feb 26, 2026
Jan 30, 2012$20.4M then
HNW client RAUM: $0
State-registered IARs (5.B.3)2 as of Feb 26, 2026
Jan 30, 20120 then
Employees (5.A)2 as of Feb 26, 2026
Jan 28, 20132 then
Private funds: no history
RAUM -7.9% over the last fiscal year+1.1% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Feb 26, 2026; every figure names its basis
- RAUM per advisor
- $18.8MderivedRAUM 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
- $9.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -7.9%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 feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for investment companies, selection of other advisersreportedItem 5.G
- 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$37.3M99%
- Individuals$210,1030.6%
- Individual clients
- 3reported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.01 fund_share=0.99 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jeffrey Michael Gibs | Pearl River, Ny | Feb 4, 2021 | 29 y | 0 |
| Alejandro A Aleman | Pearl River, Ny | Nov 4, 2024 | 13 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 headcount1 left over 36 months
Left, latest
- Vincent Arscott to Redblack Advisers, Inc.Jun 18, 2024 · Other
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Susan Agnes Gibs · Treasurer, Direct Ownercontrolsince 12/1983 · owns less than 5%
- Michael Jeffrey Gibs · President, Chief Compliance Officer, Direct Ownercontrolsince 01/2019 · owns 10% to 25%
Entity owners
- Agnes S. Gibs Revocable Trust · Trust, Direct Ownerdirect · owns 75% or more
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 |
|---|---|---|---|---|---|
| Pearl River, Ny | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1 to 4Feb 28, 2025 to Feb 26, 2026
- Individual clients · 0 to 3Feb 28, 2025 to Feb 26, 2026
- Financial planning clients · 0 to 1-10Feb 28, 2025 to Feb 26, 2026
- Discretionary RAUM · $40.8M to $37.6MFeb 28, 2025 to Feb 26, 2026
- HNW RAUM · unset to 0.0Feb 28, 2025 to Feb 26, 2026
- Individual RAUM · $0 to $210,103Feb 28, 2025 to Feb 26, 2026
- Pension RAUM · unset to 0.0Feb 28, 2025 to Feb 26, 2026
- Pooled vehicle RAUM · unset to 0.0Feb 28, 2025 to Feb 26, 2026
- RAUM · $40.8M to $37.6MFeb 28, 2025 to Feb 26, 2026
- Financial planning clients · 0 to 0Feb 15, 2024 to Feb 28, 2025
- HQ city · unset to Feb 15, 2024 to Feb 28, 2025
- HQ state · unset to Feb 15, 2024 to Feb 28, 2025
- Discretionary RAUM · $37.3M to $40.8MFeb 15, 2024 to Feb 28, 2025
- RAUM · $37.3M to $40.8MFeb 15, 2024 to Feb 28, 2025
- Discretionary RAUM · $36.3M to $37.3MFeb 13, 2023 to Feb 15, 2024
- RAUM · $36.3M to $37.3MFeb 13, 2023 to Feb 15, 2024
- Advisory activities · 2 to 4Apr 25, 2022 to Feb 13, 2023
- Individual clients · unset to 0.0Apr 25, 2022 to Feb 13, 2023
- Employees · 3 to 2Apr 25, 2022 to Feb 13, 2023
- Discretionary RAUM · $43.3M to $36.3MApr 25, 2022 to Feb 13, 2023
- RAUM · $43.3M to $36.3MApr 25, 2022 to Feb 13, 2023
- Employees · 2 to 3Feb 8, 2022 to Apr 25, 2022
- State-registered IARs · 1 to 2Feb 8, 2022 to Apr 25, 2022
- Advisory employees · 3 to 2Dec 3, 2021 to Feb 8, 2022
- Employees · 3 to 2Dec 3, 2021 to Feb 8, 2022
- Discretionary RAUM · $37.9M to $43.3MDec 3, 2021 to Feb 8, 2022
- RAUM · $37.9M to $43.3MDec 3, 2021 to Feb 8, 2022
- Discretionary RAUM · $37.7M to $37.9MJan 11, 2021 to Feb 26, 2021
- Individual RAUM · unset to 0.0Jan 11, 2021 to Feb 26, 2021
- RAUM · $37.7M to $37.9MJan 11, 2021 to Feb 26, 2021
- Discretionary RAUM · $35.2M to $37.7MJan 31, 2020 to Dec 18, 2020
- RAUM · $35.2M to $37.7MJan 31, 2020 to Dec 18, 2020
- Advisory activities · 1 to 2Mar 15, 2019 to Jan 31, 2020
- State-registered IARs · 0 to 1Mar 15, 2019 to Jan 31, 2020
- Discretionary RAUM · $30.9M to $35.2MMar 15, 2019 to Jan 31, 2020
- RAUM · $30.9M to $35.2MMar 15, 2019 to Jan 31, 2020
- Employees · 4 to 3Jan 29, 2018 to Jan 28, 2019
- Discretionary RAUM · $35.5M to $30.9MJan 29, 2018 to Jan 28, 2019
- RAUM · $35.5M to $30.9MJan 29, 2018 to Jan 28, 2019
- Other offices · unset to 0.0Jan 26, 2017 to Jan 29, 2018
Signals
3 dated events
- Vincent Arscott left Volumetric Advisers for Redblack Advisers, Inc. (registered 2024-10-17)Jun 18, 2024 · Advisor changed firm · fact
- Joan Irene Zawitkowski (Executive Vice President, Direct Owner) no longer on Schedule A of Volumetric Advisers (listed 2022-04-25, absent 2023-02-13)Feb 13, 2023 · Control person left · inference
- Joseph Gabriel Gibs (Vice President, Direct Owner) no longer on Schedule A of Volumetric Advisers (listed 2021-10-15, absent 2021-12-03)Dec 3, 2021 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/volumetricadvisersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- VOLUMETRIC.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 845-623-7637reportedpublic record, Form ADV, Feb 26, 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
- $18.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026