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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 31 | 38 | increased by7 |
| Apr 1, 2026 | Clients | 1,196 | 1,492 | increased by296 |
| Apr 1, 2026 | AUM | $12,094,371,500 | $22,023,570,595 | increased by$9,929,199,095 |
| Apr 1, 2026 | Accounts | 1,389 | 1,962 | increased by573 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 31 | increased by26 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 4 | 1,196 | increased by1,192 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,522,821,994 | $12,094,371,500 | increased by$10,571,549,506 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4 | 1,389 | increased by1,385 |
| Apr 1, 2022 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2022 | AUM | $1,344,756,274 | $1,522,821,994 | increased by$178,065,720 |
| Jun 1, 2021 | Employees | 5 | 4 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VIDENT ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VIDENT ASSET” may also match similarly-named firms). Confirm identity against each filing.
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.