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VIDENT ASSET MANAGEMENT
VIDENT ADVISORY, LLC
CRD 286622 · SEC 801-114538
1125 SANCTUARY PKWY, SUITE 515, ALPHARETTA, GA, 30009, United States
Phone
404-267-1501
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$22.02B
Discretionary AUM
$20.88B
Team
38 total employees; 9 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; QUARTERLY ASSET-BASED LICENSING FEE
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 588 | $412.4M |
| High net worth individuals | 720 | $3.09B |
| Investment companies | 87 | $12.49B |
| Pooled investment vehicles | 22 | $4.78B |
| Charitable organizations | 64 | $1.21B |
| Corporations/business entities | 11 | $47.9M |
States served
AL, AZ, CA, CO, DE, GA, IL, IN, KS, KY, MD, MI, MN, NV, NC, OH, OK, OR, PA, SC, TN, VA, WI, MO, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD