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.

Former SEC-registered adviser

Green Vista Asset Management LLC

Former SEC-registered adviserWinter Park, FloridaCRD 296855SEC 801-113691IAPD
Latest filing Apr 30, 2019
First filing on the tape Jun 26, 2018 · 9 filings
RAUM
$4.3M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$4.3M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$714,109
derived; firm RAUM over IAPD count
Employees
3
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$4.3M as of Apr 30, 2019
Jun 26, 2018$0 then
HNW client RAUM$1.6M as of Apr 30, 2019
Jun 26, 2018$0 then
State-registered IARs (5.B.3)1 as of Apr 30, 2019
Jun 26, 20182 then
Employees (5.A)3 as of Apr 30, 2019
Jun 26, 20183 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Apr 30, 2019; every figure names its basis
RAUM per advisor
$714,109derivedRAUM over IAPD advisors; not a book size
Clients per advisor
5derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.6MderivedHNW RAUM over HNW clients
Average account
$153,023derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
0.5derivedItem 5.A over advisors
Advisors per office
6.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween 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 individuals, portfolio management for businesses and institutions, 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
  • Individuals$2.7M63%
  • High-net-worth individuals$1.6M37%
Individual clients
27reported
HNW clients
1reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
28reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
6 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Philippus Theunis Van StadenWinter Park, FlAug 21, 201820 y2
James A ClementsWinter Park, Fl May 21, 201920 y1
Sally Carolyn TomlinsonWinter Park, FlMar 5, 202122 y0
Christiaan Andries Van Der BurghWinter Park, FlMar 5, 202110 y0
Philip Laurie BeytellWinter Park, FlMar 16, 202114 y3
James William SewellWinter Park, Fl Jan 12, 202622 y1
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • William Andrew Miles · Managercontrol
    since 12/2017 · owns less than 5%
  • Theunis Philippus Van Staden · Chief Executive Officer, Chief Compliance Officer, Managercontrol
    since 12/2017 · owns less than 5%
  • William Andrew Miles · Manager, Membercontrol
    since 02/2018 · owns 50% to 75% of Green Vista Holdings, LLC
  • Theunis Philippus Van Staden · Manager, Membercontrol
    since 02/2018 · owns 50% to 75% of Green Vista Holdings, LLC
Entity owners
  • Green Vista Holdings, LLC · Member
    direct · owns 75% or more
Related persons
Schedule D 7.A
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Winter Park, Fl · principal610
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Accounts · 30 to 28
    Feb 4, 2019 to Feb 28, 2019
  • Individual clients · 29 to 27
    Feb 4, 2019 to Feb 28, 2019
  • Discretionary RAUM · $4.8M to $4.3M
    Feb 4, 2019 to Feb 28, 2019
  • HNW RAUM · $1.6M to $1.6M
    Feb 4, 2019 to Feb 28, 2019
  • Individual RAUM · $3.2M to $2.7M
    Feb 4, 2019 to Feb 28, 2019
  • RAUM · $4.8M to $4.3M
    Feb 4, 2019 to Feb 28, 2019
  • Accounts · 36 to 30
    Jan 29, 2019 to Feb 4, 2019
  • Discretionary RAUM · $4.8M to $4.8M
    Nov 26, 2018 to Jan 29, 2019
  • HNW RAUM · $756,839 to $1.6M
    Nov 26, 2018 to Jan 29, 2019
  • Individual RAUM · $2.5M to $3.2M
    Nov 26, 2018 to Jan 29, 2019
  • RAUM · $4.8M to $4.8M
    Nov 26, 2018 to Jan 29, 2019
  • Accounts · 0 to 36
    Jul 31, 2018 to Nov 26, 2018
  • HNW clients · 0 to 1
    Jul 31, 2018 to Nov 26, 2018
  • Individual clients · 0 to 29
    Jul 31, 2018 to Nov 26, 2018
  • Discretionary RAUM · $0 to $4.8M
    Jul 31, 2018 to Nov 26, 2018
  • HNW RAUM · $0 to $756,839
    Jul 31, 2018 to Nov 26, 2018
  • Individual RAUM · $0 to $2.5M
    Jul 31, 2018 to Nov 26, 2018
  • RAUM · $0 to $4.8M
    Jul 31, 2018 to Nov 26, 2018
  • Advisory employees · 2 to 1
    Jun 26, 2018 to Jul 31, 2018
  • Insurance-licensed employees · 2 to 0
    Jun 26, 2018 to Jul 31, 2018
  • State-registered IARs · 2 to 1
    Jun 26, 2018 to Jul 31, 2018
Signals
1 dated events
  • Green Vista Asset Management Llc filed its initial SEC registration (Form ADV)
    Jun 26, 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.
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
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
$714,109derivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026