{
  "crd_number": 329078,
  "slug": "connetic-ventures-covington-ky-329078",
  "primary_business_name": "CONNETIC VENTURES",
  "legal_name": "CONNETIC RIA LLC",
  "dbas": [],
  "city": "Covington",
  "state": "KY",
  "country": "United States",
  "cbsa_code": "17140",
  "metro": {
    "cbsa_code": "17140",
    "common_name": "Cincinnati",
    "msa_name": "Cincinnati, OH-KY-IN",
    "path": "/advisors/oh/cincinnati"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-06-21",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-06-29",
  "carried_forward": false,
  "raum_total": 41308412.0,
  "raum_discretionary": 41308412.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "investment_companies": {
      "raum": 40858412.0,
      "count": 1
    },
    "pooled_investment_vehicles": {
      "raum": 450000.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "KY"
  ],
  "websites": [
    "https://conneticventures.com",
    "https://linkedin.com/company/connetic-ventures",
    "https://vcafx.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329078",
  "city_as_filed": "COVINGTON",
  "url": "https://advisorcensus.com/firm/connetic-ventures-covington-ky-329078",
  "display_name": "Connetic Ventures",
  "summary": "Connetic Ventures is an SEC-registered investment advisory firm in Covington, KY, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 29, 2026.",
  "citation": "AdvisorCensus. Connetic Ventures (CRD 329078): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Connetic Ventures compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Connetic Ventures reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Connetic Ventures located?",
      "a": "Connetic Ventures' principal office is in Covington, KY, according to its Form ADV."
    },
    {
      "q": "Is Connetic Ventures registered with the SEC or a state?",
      "a": "Connetic Ventures is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329078."
    },
    {
      "q": "How much does Connetic Ventures manage?",
      "a": "Connetic Ventures reports $41,308,412 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary)."
    },
    {
      "q": "How have Connetic Ventures' assets and staff changed since 2024?",
      "a": "In the Form ADV data for Connetic Ventures: Regulatory assets under management: $0 in the October 2024 data and $41,308,412 in the October 2026 data. Total employees: 3 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Connetic Ventures serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (1); pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Does Connetic Ventures report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329078"
    },
    {
      "q": "What changed in Connetic Ventures' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 3,
      "filing_date": "2024-06-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 38576034.0,
      "total_employees": 4,
      "filing_date": "2025-06-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 41308412.0,
      "total_employees": 4,
      "filing_date": "2026-06-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/connetic-ventures-covington-ky-329078.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 40858412.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 450000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329078",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}