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••••• C•••••• M•••••••••
Asset manager (funds and pooled vehicles)Winston-Salem, North CarolinaCRD 170125SEC 801-79726websiteIAPD
Legal name V••••• C•••••• M••••••••• L••
Latest filing Jul 21, 2026
First filing on the tape May 5, 2014 · 51 filings
SEC status approved since Jun 5, 2014
RAUM
$3.3B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
18
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
51 filings and snapshots on the tape
RAUM$3.3B as of Jul 21, 2026
Mar 27, 2015$1.3B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 21, 2026
Mar 27, 20150 then
Employees (5.A)18 as of Jul 21, 2026
Mar 27, 201511 then
Private funds1 as of Jul 21, 2026
Mar 27, 20151 then
RAUM +14% over the last fiscal year+11% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 21, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM 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
- $299MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- $2.8B, 3 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.8B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 11reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.8B for 3 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=0.86 institutional_share=0.0 related_bd=false related_bank=true bd_reps=2.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| V••••• C•••••• F••• L•• | Hedge Fund | $2.4B | 11 | Sep 15, 2014 |
Owners and control persons
Schedule A and B, latest filing
- C•••••• M••••••• A••••• · Member, Board Of Managerscontrolsince 07/2021 · owns less than 5%
- C•••••••• M••••••• S••••••• · Member, Board Of Managerscontrolsince 07/2022 · owns less than 5%
- C••••••••• J•••• N••••• · Member, Board Of Managerscontrolsince 01/2020 · owns less than 5%
- D•••• J••••• J••••• · Chief Executive Officercontrolsince 10/2013 · owns 10% to 25%
- D•••••• D••••• W••••• · Member, Board Of Managerscontrolsince 10/2013 · owns less than 5%
- K•••• M••••••• A• · Member, Board Of Managerscontrolsince 07/2024 · owns less than 5%
- M••••••• J••••••• M•••••• · Chief Financial Officercontrolsince 05/2019 · owns less than 5%
- M•••••• C••••• A•• · Member, Board Of Managerscontrolsince 07/2019 · owns less than 5%
- O••••••••• J••••• M••••••• · Member, Board Of Managerscontrolsince 07/2023 · owns less than 5%
- R••••••• S••••• P••• · Chief Compliance Officercontrolsince 01/2024 · owns less than 5%
- T•••••• C••••• O••• · Vice President (10/2013), Treasurer (10/2013), Chief Investment Officer (07/2023)controlsince 10/2013 · owns less than 5%
- T••••••••• J••••••••• A••• · Member, Board Of Managerscontrolsince 07/2023 · owns less than 5%
- W•••• V••••• J••••••• · Vice President (10/2013), Secretary (10/2013), Chief Operating Officer(04/2014)controlsince 10/2013 · owns less than 5%
Entity owners
- W••• F••••• U••••••••• · Sole Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- V••••• A•••• M••••••••• L••bankpooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $2.6B to $2.8BMar 18, 2025 to Mar 20, 2026
- Employees · 17 to 18Mar 18, 2025 to Mar 20, 2026
- Discretionary RAUM · $2.9B to $3.3BMar 18, 2025 to Mar 20, 2026
- Non-discretionary RAUM · $19.5M to $12.2MMar 18, 2025 to Mar 20, 2026
- Pooled vehicle RAUM · $2.6B to $2.8BMar 18, 2025 to Mar 20, 2026
- RAUM · $2.9B to $3.3BMar 18, 2025 to Mar 20, 2026
- Advisory employees · 5 to 7Aug 1, 2024 to Mar 18, 2025
- BD registered reps · 1 to 2Aug 1, 2024 to Mar 18, 2025
- Assets in custody · $2.4B to $2.6BAug 1, 2024 to Mar 18, 2025
- Employees · 16 to 17Aug 1, 2024 to Mar 18, 2025
- Financial planning clients · unset to Aug 1, 2024 to Mar 18, 2025
- Discretionary RAUM · $2.6B to $2.9BAug 1, 2024 to Mar 18, 2025
- Non-discretionary RAUM · $28.6M to $19.5MAug 1, 2024 to Mar 18, 2025
- Pooled vehicle RAUM · $2.4B to $2.6BAug 1, 2024 to Mar 18, 2025
- RAUM · $2.7B to $2.9BAug 1, 2024 to Mar 18, 2025
- Accounts · 10 to 11Jan 5, 2024 to Mar 18, 2024
- BD registered reps · 2 to 1Jan 5, 2024 to Mar 18, 2024
- Assets in custody · $2.1B to $2.4BJan 5, 2024 to Mar 18, 2024
- Employees · 15 to 16Jan 5, 2024 to Mar 18, 2024
- Discretionary RAUM · $2.3B to $2.6BJan 5, 2024 to Mar 18, 2024
- Non-discretionary RAUM · $30.1M to $28.6MJan 5, 2024 to Mar 18, 2024
- Pooled vehicle RAUM · $2.1B to $2.4BJan 5, 2024 to Mar 18, 2024
- RAUM · $2.4B to $2.7BJan 5, 2024 to Mar 18, 2024
- Accounts · 8 to 10Oct 14, 2022 to Mar 14, 2023
- BD registered reps · 1 to 2Oct 14, 2022 to Mar 14, 2023
- Assets in custody · $2.2B to $2.1BOct 14, 2022 to Mar 14, 2023
- Employees · 13 to 15Oct 14, 2022 to Mar 14, 2023
- Discretionary RAUM · $2.4B to $2.3BOct 14, 2022 to Mar 14, 2023
- Non-discretionary RAUM · $0 to $30.1MOct 14, 2022 to Mar 14, 2023
- Pooled vehicle RAUM · $2.2B to $2.1BOct 14, 2022 to Mar 14, 2023
- RAUM · $2.4B to $2.4BOct 14, 2022 to Mar 14, 2023
- Accounts · 13 to 8Oct 6, 2021 to Mar 30, 2022
- BD registered reps · 2 to 1Oct 6, 2021 to Mar 30, 2022
- Assets in custody · $1.7B to $2.2BOct 6, 2021 to Mar 30, 2022
- Employees · 15 to 13Oct 6, 2021 to Mar 30, 2022
- Discretionary RAUM · $1.9B to $2.4BOct 6, 2021 to Mar 30, 2022
- Non-discretionary RAUM · $54.2M to $0Oct 6, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $1.7B to $2.2BOct 6, 2021 to Mar 30, 2022
- RAUM · $2.0B to $2.4BOct 6, 2021 to Mar 30, 2022
- Accounts · 14 to 13Jul 22, 2020 to Mar 12, 2021
Signals
16 dated events
- A Matthew King (Member, Board Of Managers) appeared on Schedule A of V••••• C•••••• M•••••••••Aug 1, 2024 · Control person joined · fact
- Paul Scott Reckamp (Chief Compliance Officer) appeared on Schedule A of V••••• C•••••• M•••••••••Jan 5, 2024 · Control person joined · fact
- A••• J••••••••• T•••••••• (Member, Board Of Managers) appeared on Schedule A of V••••• C•••••• M•••••••••Aug 29, 2023 · Control person joined · fact
- M••••••• J•••• O•••••••• (Member, Board Of Managers) appeared on Schedule A of V••••• C•••••• M•••••••••Aug 29, 2023 · Control person joined · fact
- Releford J•••• Helvey (Member, Board Of Managers) no longer on Schedule A of V••••• C•••••• M••••••••• (listed 2023-03-14, absent 2023-08-11)Aug 11, 2023 · Control person left · inference
- Hofler Bruce Milam (Member, Board Of Managers) no longer on Schedule A of V••••• C•••••• M••••••••• (listed 2023-03-14, absent 2023-08-11)Aug 11, 2023 · Control person left · inference
- Alexander Adelaide Sink (Member, Board Of Managers) no longer on Schedule A of V••••• C•••••• M••••••••• (listed 2022-04-12, absent 2022-08-05)Aug 5, 2022 · Control person left · inference
- Jirard M•••••• Selverian (Member, Board Of Managers) no longer on Schedule A of V••••• C•••••• M••••••••• (listed 2022-04-12, absent 2022-08-05)Aug 5, 2022 · Control person left · inference
- Starbuck Matthew Crawford (Member, Board Of Managers) appeared on Schedule A of V••••• C•••••• M•••••••••Aug 5, 2022 · Control person joined · fact
- Andrew Douglas Kamin (Chief Compliance Officer) no longer on Schedule A of V••••• C•••••• M••••••••• (listed 2021-08-06, absent 2021-10-05)Oct 5, 2021 · Control person left · inference
- Conrad Benjamin Sutton (Member, Board Of Managers) no longer on Schedule A of V••••• C•••••• M••••••••• (listed 2021-04-08, absent 2021-08-06)Aug 6, 2021 · Control person left · inference
- Andrew Douglas Kamin (Chief Compliance Officer) appeared on Schedule A of V••••• C•••••• M•••••••••Jun 10, 2020 · Control person joined · fact
- Newell John Culbertson (Member, Board Of Managers) appeared on Schedule A of V••••• C•••••• M•••••••••Feb 18, 2020 · Control person joined · fact
- A. Carol Mcfate (Member, Board Of Managers) appeared on Schedule A of V••••• C•••••• M•••••••••Jul 26, 2019 · Control person joined · fact
- M•••••• J•••••• M•••••• (Chief Financial Officer) appeared on Schedule A of V••••• C•••••• M•••••••••May 15, 2019 · Control person joined · fact
- V••••• C•••••• M••••••••• filed its initial SEC registration (Form ADV)May 5, 2014 · First SEC registration · fact
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•••••CAPITAL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 336-934-4101reportedpublic record, Form ADV, Jul 21, 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
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026