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.
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SEC-registered adviser
V••••• V••• C••••••••• L••
Latest filing Aug 19, 2026
First filing on the tape Mar 6, 2012 · 20 filings
SEC status approved since Jan 8, 1999
RAUM
$16B
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$2.0B
derived; firm RAUM over IAPD count
Employees
11
8 advisory (5.B.1)
Offices
7
beyond the principal office
Private funds
0
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$16B as of Aug 19, 2026
Mar 6, 2012$1.2B then
HNW client RAUM: no history
State-registered IARs (5.B.3)8 as of Aug 19, 2026
Mar 6, 20120 then
Employees (5.A)11 as of Aug 19, 2026
Mar 19, 20135 then
Private funds: no history
RAUM +4.5% over the last fiscal year+16% a year over threeIARs 7 to 8offices 6 to 7
Practice profile
derived from the filing of Aug 19, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- RAUM per advisor
- $2.0BderivedRAUM 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
- $216MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%derivedof RAUM
- Institutional
- 100%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.4derivedItem 5.A over advisors
- Advisors per office
- 1.0derived8 offices incl. principal (1.F.5)
- RAUM growth, one year
- +4.5%derivedbetween the last two annual amendments
- Advisor growth, one year
- +14%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, otherreportedItem 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- State and municipal entities$16B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 76reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.0 fund_share=0.0 institutional_share=1.0 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 |
|---|---|---|---|---|
| R•••••• G••••• L••• | Huddleston, Va | Jan 3, 2001 | 40 y | 1 |
| B••••••• F••••••• D•• | Buena Vista, Va | Oct 18, 2012 | 41 y | 1 |
| E•••• A••••••• U••••• | Huddleston, Va | May 4, 2016 | 10 y | 0 |
| T•••••• D••• P•••• | Cedar Hill, Tx | Nov 19, 2020 | 37 y | 0 |
| J•••• D••• H•••• | Huddleston, Va | Apr 18, 2022 | 10 y | 0 |
| O•••••• A••••••• S•••• | Houston, Tx | Dec 2, 2023 | 12 y | 0 |
| A••• R••• R••••••••• | Dallas, Tx | Jun 6, 2024 | 19 y | 0 |
| O•••• G•••• | Fort Worth, Tx | Jun 23, 2025 | 12 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
none on the tape
Joined, latest
- B••••••• F••••••• D•• from C•••••• S••••• • C••• I•••Oct 18, 2012 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- L•••• R••••••• G••••• · Managercontrolsince 10/1998 · 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 |
|---|---|---|---|---|---|
| Huddleston, Va | 7 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Cedar Hill, TX1 employees
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- low discretionary shareStatic outlier · filing Aug 19, 2026discretionary share of RAUM of 0% against a peer median of 99% (71 comparable advisers, 0.0th percentile, 33.4 robust deviations)peers: institutional managers, $5B to $20B (71) · 0.0% percentile
What changed
consecutive filings, newest first
- Non-discretionary RAUM · $18B to $16BMar 8, 2026 to Apr 6, 2026
- RAUM · $18B to $16BMar 8, 2026 to Apr 6, 2026
- Accounts · 77 to 76Mar 22, 2025 to Mar 8, 2026
- Advisory employees · 7 to 8Mar 22, 2025 to Mar 8, 2026
- Employees · 12 to 11Mar 22, 2025 to Mar 8, 2026
- State-registered IARs · 7 to 8Mar 22, 2025 to Mar 8, 2026
- Other offices · 6 to 7Mar 22, 2025 to Mar 8, 2026
- Non-discretionary RAUM · $16B to $18BMar 22, 2025 to Mar 8, 2026
- RAUM · $16B to $18BMar 22, 2025 to Mar 8, 2026
- Accounts · 71 to 77Sep 9, 2024 to Mar 22, 2025
- Advisory employees · 6 to 7Sep 9, 2024 to Mar 22, 2025
- Employees · 10 to 12Sep 9, 2024 to Mar 22, 2025
- Financial planning clients · 0 to 0Sep 9, 2024 to Mar 22, 2025
- HQ city · unset to Sep 9, 2024 to Mar 22, 2025
- HQ state · unset to Sep 9, 2024 to Mar 22, 2025
- State-registered IARs · 6 to 7Sep 9, 2024 to Mar 22, 2025
- Non-discretionary RAUM · $14B to $16BSep 9, 2024 to Mar 22, 2025
- RAUM · $14B to $16BSep 9, 2024 to Mar 22, 2025
- Other offices · 5 to 6Mar 25, 2024 to Sep 9, 2024
- Accounts · 64 to 71May 26, 2023 to Mar 25, 2024
- Advisory employees · 7 to 6May 26, 2023 to Mar 25, 2024
- State-registered IARs · 7 to 6May 26, 2023 to Mar 25, 2024
- Other offices · 6 to 5May 26, 2023 to Mar 25, 2024
- Non-discretionary RAUM · $11B to $14BMay 26, 2023 to Mar 25, 2024
- RAUM · $11B to $14BMay 26, 2023 to Mar 25, 2024
- Accounts · 59 to 64Mar 11, 2022 to Mar 21, 2023
- Insurance-licensed employees · 1 to 0Mar 11, 2022 to Mar 21, 2023
- Other offices · 3 to 6Mar 11, 2022 to Mar 21, 2023
- Non-discretionary RAUM · $8.4B to $11BMar 11, 2022 to Mar 21, 2023
- RAUM · $8.4B to $11BMar 11, 2022 to Mar 21, 2023
- Accounts · 57 to 59Mar 4, 2021 to Mar 11, 2022
- Other offices · 0 to 3Mar 4, 2021 to Mar 11, 2022
- Non-discretionary RAUM · $5.6B to $8.4BMar 4, 2021 to Mar 11, 2022
- RAUM · $5.6B to $8.4BMar 4, 2021 to Mar 11, 2022
- Accounts · 56 to 57Mar 26, 2020 to Mar 4, 2021
- Employees · 11 to 10Mar 26, 2020 to Mar 4, 2021
- Non-discretionary RAUM · $5.5B to $5.6BMar 26, 2020 to Mar 4, 2021
- RAUM · $5.5B to $5.6BMar 26, 2020 to Mar 4, 2021
- Accounts · 54 to 56Mar 14, 2019 to Mar 26, 2020
- Employees · 10 to 11Mar 14, 2019 to Mar 26, 2020
Signals
3 dated events
- V••••• V••• C••••••••• L•• reported RAUM $14.1B, up 35% from $10.5B (2023-05-26 to 2024-03-25)Mar 25, 2024 · RAUM change · derived
- V••••• V••• C••••••••• L•• reported RAUM $10.5B, up 25% from $8.4B (2022-03-11 to 2023-03-21)Mar 21, 2023 · RAUM change · derived
- V••••• V••• C••••••••• L•• reported RAUM $8.4B, up 49% from $5.6B (2021-03-04 to 2022-03-11)Mar 11, 2022 · RAUM change · derived
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
- Website
- V•••••V•••C•••••••••LLC.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (540)297-3419reportedpublic record, Form ADV, Aug 19, 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
- Institutional managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $2.0Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026