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VENTUM ADVISORS CORP.

CRD 299365File 801-114720
APPROVED
Disclosure events
Filing as of Jun 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$355K
Bottom 25% of cohort (national)
Discretionary AUM
$355K
Clients
0
2 accounts
Employees
7

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
HQ
Registration date
Feb 11, 2019
Principal office
181 BAY STREET, SUITE 2500, TORONTO, M5J 2T3
Phone
416-572-5523

Assets & accounts

ADV Item 5F
Total regulatory AUM
$355K
Discretionary AUM
$355K
Non-discretionary AUM
$0
Discretionary accounts
2
Non-discretionary accounts
0
Total accounts
2
AUM per client
—

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individualsFewer than 5$0
Individuals (other than high net worth individuals)Fewer than 5$355K

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Other
  • Publications
  • Financial planning services
  • Portfolio management for businesses
  • 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 11
  • Q11C2
  • Q11C4
  • Q11D2
  • Q11D4

Filed changes

DateFieldFromToChange
Feb 1, 2026Employees157decreased by8
Feb 1, 2026Clients140decreased by14
Feb 1, 2026AUM$25,380,742$355,082decreased by$25,025,660
Feb 1, 2026Accounts182decreased by16
May 1, 2025
vs Oct 1, 2022
Employees2615decreased by11
May 1, 2025
vs Oct 1, 2022
Clients1614decreased by2
May 1, 2025
vs Oct 1, 2022
AUM$8,244,657$25,380,742increased by$17,136,085
May 1, 2025
vs Oct 1, 2022
Accounts1918decreased by1
Feb 1, 2022Clients1416increased by2
Feb 1, 2022AUM$5,127,619$8,244,657increased by$3,117,038
Feb 1, 2022Accounts2019decreased by1
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “VENTUM ADVISORS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VENTUM ADVISORS” 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.