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VIDENT ASSET MANAGEMENT
Legal name: VIDENT ADVISORY, LLC
CRD 286622File 801-114538
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$22.02B
Top 10% of cohort (national)
Discretionary AUM
$20.88B
Non-discretionary $1.15B
Clients
1,492
1,962 accounts
Employees
38
Top 10% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jan 28, 2019
- Principal office
- 1125 SANCTUARY PKWY, SUITE 515, ALPHARETTA, GA, 30009
- Phone
- 404-267-1501
- Website
- https://www.videntam.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $22.02B
- Discretionary AUM
- $20.88B
- Non-discretionary AUM
- $1.15B
- Discretionary accounts
- 1,953
- Non-discretionary accounts
- 9
- Total accounts
- 1,962
- AUM per client
- $14.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $47.9M |
| Investment companies | 87 | $12.49B |
| Charitable organizations | 64 | $1.21B |
| High net worth individuals | 720 | $3.09B |
| Pooled investment vehicles | 22 | $4.78B |
| Individuals (other than high net worth individuals) | 588 | $412.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — QUARTERLY ASSET-BASED LICENSING FEE
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.