{
  "crd_number": 286622,
  "slug": "vident-asset-management-alpharetta-ga-286622",
  "primary_business_name": "VIDENT ASSET MANAGEMENT",
  "legal_name": "VIDENT ADVISORY, LLC",
  "dbas": [],
  "city": "Alpharetta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-01-28",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 22023570595.0,
  "raum_discretionary": 20876257781.0,
  "raum_non_discretionary": 1147312814.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 38,
  "advisory_employees": 9,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 1214640970.0,
      "count": 64
    },
    "individuals": {
      "raum": 412379410.0,
      "count": 588
    },
    "investment_companies": {
      "raum": 12486436682.0,
      "count": 87
    },
    "high_net_worth_individuals": {
      "raum": 3085038081.0,
      "count": 720
    },
    "pooled_investment_vehicles": {
      "raum": 4777164909.0,
      "count": 22
    },
    "corporations_other_businesses": {
      "raum": 47910543.0,
      "count": 11
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "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",
    "WI"
  ],
  "websites": [
    "https://linkedin.com/company/videntllc",
    "https://thealaskaetf.com",
    "https://thealaskaindex.com",
    "https://videntam.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/286622",
  "city_as_filed": "ALPHARETTA",
  "url": "https://advisorcensus.com/firm/vident-asset-management-alpharetta-ga-286622",
  "display_name": "Vident Asset Management",
  "summary": "Vident Asset Management is an SEC-registered investment advisory firm in Alpharetta, GA, registered since 2019, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Vident Asset Management (CRD 286622): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Vident Asset Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Vident Asset Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Vident Asset Management located?",
      "a": "Vident Asset Management's principal office is in Alpharetta, GA, according to its Form ADV."
    },
    {
      "q": "Is Vident Asset Management registered with the SEC or a state?",
      "a": "Vident Asset Management is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 286622."
    },
    {
      "q": "How much does Vident Asset Management manage?",
      "a": "Vident Asset Management reports $22,023,570,595 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (95% discretionary)."
    },
    {
      "q": "How have Vident Asset Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Vident Asset Management: Regulatory assets under management: $1,344,756,274 in the October 2021 data and $22,023,570,595 in the October 2026 data, up 1538%. Total employees: 4 in October 2021 and 38 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Vident Asset Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (720); individuals (other than high net worth individuals) (588); investment companies (87)."
    },
    {
      "q": "Which custodians does Vident Asset Management use?",
      "a": "Vident Asset Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Vident Asset Management 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/286622"
    },
    {
      "q": "What changed in Vident Asset Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 8 to 9. Regulatory assets under management went from $12,094,371,500 to $22,023,570,595 (+82%). Registered or notice-filed in WI."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1344756274.0,
      "total_employees": 4,
      "filing_date": "2021-08-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1522821994.0,
      "total_employees": 5,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 7071744860.0,
      "total_employees": 20,
      "filing_date": "2023-07-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 8989806701.0,
      "total_employees": 21,
      "filing_date": "2024-08-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 12094371500.0,
      "total_employees": 31,
      "filing_date": "2025-07-09"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 22023570595.0,
      "total_employees": 38,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 9.",
        "Regulatory assets under management went from $12,094,371,500 to $22,023,570,595 (+82%).",
        "Registered or notice-filed in WI."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/vident-asset-management-alpharetta-ga-286622.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 588,
      "fewer_than_5": false,
      "raum": 412379410.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 720,
      "fewer_than_5": false,
      "raum": 3085038081.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 87,
      "fewer_than_5": false,
      "raum": 12486436682.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 22,
      "fewer_than_5": false,
      "raum": 4777164909.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 64,
      "fewer_than_5": false,
      "raum": 1214640970.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 11,
      "fewer_than_5": false,
      "raum": 47910543.0
    }
  ],
  "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/286622",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}