VIDENT ADVISORY, LLC
Legal name: VIDENT ASSET MANAGEMENT
CRD #286622 SEC #801-114538 ALPHARETTA, GA 404-267-1501
SEC Registered
Total AUM
$12.1B
Discretionary
$11.1B
Employees
31
Clients
--
Accounts
1,389
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 9, 2025
- Branch Offices
- 6
- LEI
- 2549006O7NBGRQ97Z707
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BIRLEY, VINCE, LEONARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BIRLEY, VINCE, LEONARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BIRLEY, VINCE, LEONARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BIRLEY, VINCE, LEONARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BIRLEY, VINCE, LEONARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BIRLEY, VINCE, LEONARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BIRLEY, VINCE, LEONARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BIRLEY, VINCE, LEONARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BIRLEY, VINCE, LEONARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CARNEY, MATTHEW, B | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARNEY, MATTHEW, B | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CARNEY, MATTHEW, B | I | DIRECTOR OF COMPLIANCE | NA | |
| CARNEY, MATTHEW, B | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DONNELLY, KAREN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HUNT, AISHA, JAMILA | I | GENERAL COUNSEL, SECRETARY, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUNT, AISHA, JAMILA | I | GENERAL COUNSEL, SECRETARY, CHIEF COMPLIANCE OFFICER | NA | Control |
| KIMERY, DEBORAH, KAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIMERY, DEBORAH, KAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KIMERY, DEBORAH, KAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KIMERY, DEBORAH, KAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KIMERY, DEBORAH, KAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KIMERY, DEBORAH, KAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KIMERY, DEBORAH, KAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KIMERY, DEBORAH, KAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KIMERY, DEBORAH, KAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KIMERY, DEBORAH, KAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KIMERY, DEBORAH, KAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KIMERY, DEBORAH, KAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KIMERY, DEBORAH, KAY | I | CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| KIMERY, DEBORAH, KAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KIMERY, DEBORAH, KAY | I | CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| KIMERY, DEBORAH, KAY | I | CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| KIMERY, DEBORAH, KAY | I | CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| KIMERY, DEBORAH, KAY | I | CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| KIMERY, DEBORAH, KAY | I | CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| KIMERY, DEBORAH, KAY | I | CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| KIMERY, DEBORAH, KAY | I | CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| KIMERY, DEBORAH, KAY | I | CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| NANDAKUMAR, AMRITA, NMN | I | PRESIDENT | NA | Control |
| NANDAKUMAR, AMRITA, NMN | I | PRESIDENT | NA | Control |
| NANDAKUMAR, AMRITA, NMN | I | PRESIDENT | NA | Control |
| NANDAKUMAR, AMRITA, NMN | I | PRESIDENT | NA | Control |
| NANDAKUMAR, AMRITA, NMN | I | PRESIDENT | NA | Control |
| NANDAKUMAR, AMRITA, NMN | I | PRESIDENT | NA | Control |
| NANDAKUMAR, AMRITA, NMN | I | PRESIDENT | NA | Control |
| NANDAKUMAR, AMRITA, NMN | I | PRESIDENT | NA | Control |
| NANDAKUMAR, AMRITA, NMN | I | PRESIDENT | NA | Control |
| NANDAKUMAR, AMRITA, NMN | I | PRESIDENT | NA | Control |
| OLSEN, ERIK, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OLSEN, ERIK, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OLSEN, ERIK, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OLSEN, ERIK, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OLSEN, ERIK, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OLSEN, ERIK, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OLSEN, ERIK, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OLSEN, ERIK, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OLSEN, ERIK, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OLSEN, ERIK, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OLSEN, ERIK, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OLSEN, ERIK, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OLSEN, ERIK, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OLSEN, ERIK, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OLSEN, ERIK, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VIDENT CAPITAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| VIDENT CAPITAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| VIDENT CAPITAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| VIDENT CAPITAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| VIDENT CAPITAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| VIDENT CAPITAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| VIDENT CAPITAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| VIDENT CAPITAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| VIDENT CAPITAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| VIDENT FINANCIAL, LLC | DE | MEMBER | E | Control |
| VIDENT FINANCIAL, LLC | DE | MEMBER | E | Control |
| VIDENT FINANCIAL, LLC | DE | MEMBER | E | Control |
| VIDENT FINANCIAL, LLC | DE | MEMBER | E | Control |
| VIDENT FINANCIAL, LLC | DE | MEMBER | E | Control |
| VIDENT FINANCIAL, LLC | DE | MEMBER | E | Control |
| VIDENT FINANCIAL, LLC | DE | MEMBER | E | Control |
| VIDENT FINANCIAL, LLC | DE | MEMBER | E | Control |
| VIDENT FINANCIAL, LLC | DE | MEMBER | E | Control |
| VIDENT FINANCIAL, LLC | DE | MEMBER | E | Control |
| VIDENT FINANCIAL, LLC | DE | MEMBER | E | Control |
| VIDENT FINANCIAL, LLC | DE | MEMBER | E | Control |
| VIDENT FINANCIAL, LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BAKI, MOHAMMAD, IMMANUEL | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| BAKI, MOHAMMAD, IMMANUEL | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| BAKI, MOHAMMAD, IMMANUEL | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| BAKI, MOHAMMAD, IMMANUEL | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| BAKI, MOHAMMAD, IMMANUEL | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| BAKI, MOHAMMAD, IMMANUEL | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| BAKI, MOHAMMAD, IMMANUEL | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| BAKI, MOHAMMAD, IMMANUEL | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| BAKI, MOHAMMAD, IMMANUEL | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| BAKI, MOHAMMAD, IMMANUEL | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| BAKI, MOHAMMAD, IMMANUEL | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| BAKI, MOHAMMAD, IMMANUEL | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| BAKI, MOHAMMAD, IMMANUEL | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| BIRLEY, VINCE, LEONARD | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| BIRLEY, VINCE, LEONARD | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| BIRLEY, VINCE, LEONARD | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| BIRLEY, VINCE, LEONARD | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| BIRLEY, VINCE, LEONARD | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| BIRLEY, VINCE, LEONARD | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| BIRLEY, VINCE, LEONARD | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| BIRLEY, VINCE, LEONARD | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| BIRLEY, VINCE, LEONARD | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| BIRLEY, VINCE, LEONARD | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| BIRLEY, VINCE, LEONARD | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| BIRLEY, VINCE, LEONARD | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| BIRLEY, VINCE, LEONARD | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| Crow, Warren, Baker | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| Crow, Warren, Baker | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| Crow, Warren, Baker | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| Crow, Warren, Baker | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| SHEPLER, BRIAN, LOWELL | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| SHEPLER, BRIAN, LOWELL | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| SHEPLER, BRIAN, LOWELL | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| SHEPLER, BRIAN, LOWELL | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| SHEPLER, BRIAN, LOWELL | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| SHEPLER, BRIAN, LOWELL | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| SHEPLER, BRIAN, LOWELL | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| SHEPLER, BRIAN, LOWELL | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| SHEPLER, BRIAN, LOWELL | I | VIDENT INVESTORS' OVERSIGHT TRUST | F | Control |
| Crawford, Casey, Stuart | I | MM VAM, LLC | E | Control |
| Crawford, Casey, Stuart | I | MM VAM, LLC | E | Control |
| Crawford, Casey, Stuart | I | MM VAM, LLC | E | Control |
| Crawford, Casey, Stuart | I | MM VAM, LLC | E | Control |
| Crawford, Casey, Stuart | I | MM VAM, LLC | E | Control |
| MM VAM, LLC | DE | VIDENT CAPITAL HOLDINGS, LLC | E | Control |
| MM VAM, LLC | DE | VIDENT CAPITAL HOLDINGS, LLC | E | Control |
| MM VAM, LLC | DE | VIDENT CAPITAL HOLDINGS, LLC | E | Control |
| MM VAM, LLC | DE | VIDENT CAPITAL HOLDINGS, LLC | E | Control |
| MM VAM, LLC | DE | VIDENT CAPITAL HOLDINGS, LLC | E | Control |
| VIDENT INVESTORS' OVERSIGHT TRUST | DE | VIDENT FINANCIAL, LLC | E | Control |
| VIDENT INVESTORS' OVERSIGHT TRUST | DE | VIDENT FINANCIAL, LLC | E | Control |
| VIDENT INVESTORS' OVERSIGHT TRUST | DE | VIDENT FINANCIAL, LLC | E | Control |
| VIDENT INVESTORS' OVERSIGHT TRUST | DE | VIDENT FINANCIAL, LLC | E | Control |
| VIDENT INVESTORS' OVERSIGHT TRUST | DE | VIDENT FINANCIAL, LLC | E | Control |
| VIDENT INVESTORS' OVERSIGHT TRUST | DE | VIDENT FINANCIAL, LLC | E | Control |
| VIDENT INVESTORS' OVERSIGHT TRUST | DE | VIDENT FINANCIAL, LLC | E | Control |
| VIDENT INVESTORS' OVERSIGHT TRUST | DE | VIDENT FINANCIAL, LLC | E | Control |
| VIDENT INVESTORS' OVERSIGHT TRUST | DE | VIDENT FINANCIAL, LLC | E | Control |
| VIDENT INVESTORS' OVERSIGHT TRUST | DE | VIDENT FINANCIAL, LLC | E | Control |
| VIDENT INVESTORS' OVERSIGHT TRUST | DE | VIDENT FINANCIAL, LLC | E | Control |
| VIDENT INVESTORS' OVERSIGHT TRUST | DE | VIDENT FINANCIAL, LLC | E | Control |
| VIDENT INVESTORS' OVERSIGHT TRUST | DE | VIDENT FINANCIAL, LLC | E | Control |
Registrations
Federal
IA
Jul 9, 2025 REGISTERED
Notice Filings (27)
AL AZ CA CO CT DE FL GA IL IN KS KY MD MI MN MO NC NV OH OK OR PA SC TN TX VA WA
Address
1125 SANCTUARY PKWYSUITE 515
ALPHARETTA, GA 30009
United States
Phone: 404-267-1501