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••••• A•••• M•••••••••
Legal name V••••• A•••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Dec 6, 2018 · 23 filings
SEC status approved since Jan 28, 2019
RAUM
$22B
reported, Item 5.F
Discretionary
95%
of RAUM
Private clients
16%
$3.5B individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$3.7B
derived; firm RAUM over IAPD count
Employees
38
9 advisory (5.B.1)
Offices
6
beyond the principal office
Private funds
0
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$22B as of Mar 31, 2026
Mar 27, 2020$1.7B then
HNW client RAUM$3.1B as of Mar 31, 2026
Mar 28, 2024$1.8B then
State-registered IARs (5.B.3)6 as of Mar 31, 2026
Mar 27, 20202 then
Employees (5.A)38 as of Mar 31, 2026
Mar 27, 20204 then
Private funds: no history
RAUM +82% over the last fiscal year+148% a year over threeIARs 5 to 6offices 5 to 6
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- $3.7BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 218derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.3MderivedHNW RAUM over HNW clients
- Average account
- $11.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 95%derivedof RAUM
- Institutional
- 5.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 6.3derivedItem 5.A over advisors
- Advisors per office
- 0.9derived7 offices incl. principal (1.F.5)
- RAUM growth, one year
- +82%derivedbetween the last two annual amendments
- Advisor growth, one year
- +20%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +21%derived
- Compensation
- percentage of assets, fixed fees, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$12B57%
- Pooled investment vehicles$4.8B22%
- High-net-worth individuals$3.1B14%
- Charitable organizations$1.2B5.5%
- Individuals$412M1.9%
- Corporations and businesses$47.9M0.2%
- Individual clients
- 588reported
- HNW clients
- 720reported
- Pension plan clients
- n/areported
- Charitable clients
- 64reported
- Accounts
- 1,962reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.16 fund_share=0.78 institutional_share=0.06 related_bd=false related_bank=false bd_reps=5.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| D•••••• K•• K•••••Chartered Financial Analyst | Alpharetta, Ga | Sep 3, 2019 | 30 y | 1 |
| R•••••• R••••• A•••Chartered Financial Analyst | Alpharetta, Ga | Aug 24, 2021 | 23 y | 1 |
| W•••••• J•••• I••••••Chartered Financial Analyst | Alpharetta, Ga | Jul 25, 2023 | 24 y | 2 |
| D•••• E••• F••••••• | Alpharetta, Ga | Jul 26, 2023 | 10 y | 2 |
| M••••••••• M•••••••••Chartered Financial Analyst | Alpharetta, Ga | May 2, 2024 | 11 y | 0 |
| A••••• S••••••Chartered Financial Analyst | Alpharetta, Ga | May 15, 2025 | 11 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
- M•••••• B• C••••• to V••••• C•••••• A•••••••• L••May 21, 2021 · Other
Joined, latest
- D•••• E••• F••••••• from V••••• I••••••••• A•••••••• L••Jul 26, 2023 · Other
- W•••••• J•••• I•••••• from V••••• I••••••••• A•••••••• L••Jul 25, 2023 · Other
- D•••••• K•• K••••• from R••••• B••• • C••• L••Sep 3, 2019 · Other
- M•••••• B• C••••• from E••• C•••••• G••••• L••Aug 8, 2019 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•••••• V••••• L•••••• · Chief Executive Officercontrolsince 07/2023 · owns less than 5%
- K•••••• D••••••• K•• · Chief Operating Officer And Chief Financial Officercontrolsince 07/2023 · owns less than 5%
- N••••••••• A•••••• N•• · Presidentcontrolsince 06/2023 · owns less than 5%
- O••••• E•••• K••• · Chief Compliance Officercontrolsince 07/2021 · owns less than 5%
- C•••••••• C••••• S••••• · Sole Member, Ownercontrolsince 07/2023 · owns 75% or more of M• V••• L••
Entity owners
- V••••• C•••••• H•••••••• L•• · Memberdirect · owns 75% or more
- M• V••• L•• · Managing Memberindirect · owns 75% or more of V••••• C•••••• H•••••••• L••
Related persons
Schedule D 7.A
- B••• T••••• I•••n
- S••••••••• C•••••• M••••••••• L••investment advisernRAUM $1.3B
Advisers that list V••••• A•••• M••••••••• as a related person
- 171004 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Alpharetta, Ga · principal | 6 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $12,094,371,500 to $22,023,570,595 (+82.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was +11.0% (113 comparable advisers, 98.0th percentile of changes)peers: other advisers, $20B and over (113) · 98% percentile
What changed
consecutive filings, newest first
- Accounts · 1,389 to 1,962Jul 9, 2025 to Mar 31, 2026
- Advisory employees · 8 to 9Jul 9, 2025 to Mar 31, 2026
- BD registered reps · 4 to 5Jul 9, 2025 to Mar 31, 2026
- Charity clients · 48 to 64Jul 9, 2025 to Mar 31, 2026
- Corporate clients · 6 to 11Jul 9, 2025 to Mar 31, 2026
- HNW clients · 604 to 720Jul 9, 2025 to Mar 31, 2026
- Individual clients · 476 to 588Jul 9, 2025 to Mar 31, 2026
- Pooled vehicle clients · 14 to 22Jul 9, 2025 to Mar 31, 2026
- Employees · 31 to 38Jul 9, 2025 to Mar 31, 2026
- State-registered IARs · 5 to 6Jul 9, 2025 to Mar 31, 2026
- Discretionary RAUM · $11B to $21BJul 9, 2025 to Mar 31, 2026
- HNW RAUM · $2.3B to $3.1BJul 9, 2025 to Mar 31, 2026
- Individual RAUM · $279M to $412MJul 9, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $991M to $1.1BJul 9, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $2.1B to $4.8BJul 9, 2025 to Mar 31, 2026
- RAUM · $12B to $22BJul 9, 2025 to Mar 31, 2026
- Financial planning clients · unset to Jun 27, 2025 to Jul 9, 2025
- Other offices · 5 to 6Mar 28, 2025 to Jun 27, 2025
- Accounts · 938 to 1,389Feb 5, 2025 to Mar 28, 2025
- Advisory employees · 6 to 8Feb 5, 2025 to Mar 28, 2025
- BD registered reps · 2 to 4Feb 5, 2025 to Mar 28, 2025
- Charity clients · 18 to 48Feb 5, 2025 to Mar 28, 2025
- Corporate clients · unset to 6.0Feb 5, 2025 to Mar 28, 2025
- HNW clients · 410 to 604Feb 5, 2025 to Mar 28, 2025
- Individual clients · 322 to 476Feb 5, 2025 to Mar 28, 2025
- Pooled vehicle clients · 28 to 14Feb 5, 2025 to Mar 28, 2025
- Employees · 21 to 31Feb 5, 2025 to Mar 28, 2025
- Discretionary RAUM · $8.2B to $11BFeb 5, 2025 to Mar 28, 2025
- HNW RAUM · $1.8B to $2.3BFeb 5, 2025 to Mar 28, 2025
- Individual RAUM · $195M to $279MFeb 5, 2025 to Mar 28, 2025
- Non-discretionary RAUM · $750M to $991MFeb 5, 2025 to Mar 28, 2025
- Pooled vehicle RAUM · $1.5B to $2.1BFeb 5, 2025 to Mar 28, 2025
- RAUM · $9.0B to $12BFeb 5, 2025 to Mar 28, 2025
- Other offices · 4 to 5Aug 13, 2024 to Feb 5, 2025
- Other offices · 3 to 4May 9, 2024 to Aug 13, 2024
- Other offices · 4 to 3Mar 29, 2024 to May 9, 2024
- Accounts · 687 to 938Jul 17, 2023 to Mar 28, 2024
- Charity clients · 12 to 18Jul 17, 2023 to Mar 28, 2024
- Corporate clients · 1.0 to unsetJul 17, 2023 to Mar 28, 2024
- HNW clients · 275 to 410Jul 17, 2023 to Mar 28, 2024
Signals
17 dated events
- V••••• A•••• M••••••••• reported RAUM $22.0B, up 82% from $12.1B (2025-07-09 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- V••••• A•••• M••••••••• reported RAUM $12.1B, up 35% from $9.0B (2025-02-05 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- V••••• A•••• M••••••••• reported RAUM $9.0B, up 27% from $7.1B (2023-07-17 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- V••••• A•••• M••••••••• reported RAUM $7.1B, up 391% from $1.4B (2023-06-30 to 2023-07-17)Jul 17, 2023 · RAUM change · derived
- B•••• W••••• C••• (Trustee) no longer on Schedule A of V••••• A•••• M••••••••• (listed 2023-06-30, absent 2023-07-17)Jul 17, 2023 · Control person left · inference
- S••••• C•••• C••••••• (Sole Member, Owner) appeared on Schedule A of V••••• A•••• M•••••••••Jul 17, 2023 · Control person joined · fact
- Immanuel Mohammad Baki (Trustee) no longer on Schedule A of V••••• A•••• M••••••••• (listed 2023-06-30, absent 2023-07-17)Jul 17, 2023 · Control person left · inference
- Nmn Amrita Nandakumar (President) appeared on Schedule A of V••••• A•••• M•••••••••Jun 30, 2023 · Control person joined · fact
- Lowell Brian Shepler (Trustee) no longer on Schedule A of V••••• A•••• M••••••••• (listed 2022-03-31, absent 2022-12-16)Dec 16, 2022 · Control person left · inference
- B•••• W••••• C••• (Trustee) appeared on Schedule A of V••••• A•••• M•••••••••Dec 16, 2022 · Control person joined · fact
- Karl Erik Olsen (Chief Compliance Officer) appeared on Schedule A of V••••• A•••• M•••••••••Aug 25, 2021 · Control person joined · fact
- Marie Karen Donnelly (Chief Compliance Officer) no longer on Schedule A of V••••• A•••• M••••••••• (listed 2021-05-21, absent 2021-08-25)Aug 25, 2021 · Control person left · inference
- B Matthew Carney (Chief Compliance Officer) no longer on Schedule A of V••••• A•••• M••••••••• (listed 2021-03-11, absent 2021-05-21)May 21, 2021 · Control person left · inference
- Marie Karen Donnelly (Chief Compliance Officer) appeared on Schedule A of V••••• A•••• M•••••••••May 21, 2021 · Control person joined · fact
- Jamila Aisha Hunt (General Counsel, Secretary, Chief Compliance Officer) no longer on Schedule A of V••••• A•••• M••••••••• (listed 2020-03-27, absent 2020-10-09)Oct 9, 2020 · Control person left · inference
- Jamila Aisha Hunt (General Counsel, Secretary, Chief Compliance Officer) appeared on Schedule A of V••••• A•••• M•••••••••Apr 1, 2019 · Control person joined · fact
- V••••• A•••••••• L•• filed its initial SEC registration (Form ADV)Dec 6, 2018 · 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
- Firm profile
- linkedin.com/company/videntllcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- videntam.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 404-267-1501reportedpublic record, Form ADV, Mar 31, 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
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $3.7Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026