# Venerable Investment Advisers, LLC

> Venerable Investment Advisers, LLC is an SEC-registered investment advisory firm in West Chester, PA, registered since 2024, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 1, 2026.

- CRD: 330755
- Filed as: VENERABLE INVESTMENT ADVISERS, LLC
- Also doing business as: VENERABLE ADVISERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Chester, PA
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330755
- AdvisorCensus page: https://advisorcensus.com/firm/venerable-investment-advisers-llc-west-chester-pa-330755

## Quick answers

**How is Venerable Investment Advisers, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Venerable Investment Advisers, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Venerable Investment Advisers, LLC located?**
Venerable Investment Advisers, LLC's principal office is in West Chester, PA, according to its Form ADV.

**Is Venerable Investment Advisers, LLC registered with the SEC or a state?**
Venerable Investment Advisers, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330755.

**How much does Venerable Investment Advisers, LLC manage?**
Venerable Investment Advisers, LLC reports $16,274,339,420 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (100% discretionary).

**How have Venerable Investment Advisers, LLC's assets and staff changed since 2024?**
In the Form ADV data for Venerable Investment Advisers, LLC: Regulatory assets under management: $9,711,095,330 in the October 2024 data and $16,274,339,420 in the October 2026 data, up 68%. Total employees: 10 in October 2024 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Venerable Investment Advisers, LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (21).

**Does Venerable Investment Advisers, LLC report any disciplinary disclosures?**
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/330755

**What changed in Venerable Investment Advisers, LLC's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $16,274,339,420
- Discretionary: $16,274,339,420
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 21 | $16,274,339,420 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 12 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $9,711,095,330 | 10 | September 17, 2024 |
| October 2025 | $9,803,013,288 | 12 | February 24, 2025 |
| October 2026 | $16,274,339,420 | 12 | July 1, 2026 |

Regulatory assets under management: $9,711,095,330 in the October 2024 data and $16,274,339,420 in the October 2026 data, up 68%.
Total employees: 10 in October 2024 and 12 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### June 2026
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Regulatory assets under management went from $9,803,013,288 to $16,274,339,420 (+66%).
- Added the business name Venerable Advisers.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Venerable Investment Advisers, LLC (CRD 330755): Form ADV filing data as of October 2026.