# Visdom Investment Group LLC

> Visdom Investment Group LLC is an SEC-registered investment advisory firm in Rye Brook, NY, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 327619
- Filed as: VISDOM INVESTMENT GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Rye Brook, NY
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327619
- AdvisorCensus page: https://advisorcensus.com/firm/visdom-investment-group-llc-rye-brook-ny-327619

## Quick answers

**How is Visdom Investment Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Visdom Investment Group LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Visdom Investment Group LLC located?**
Visdom Investment Group LLC's principal office is in Rye Brook, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Visdom Investment Group LLC registered with the SEC or a state?**
Visdom Investment Group LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 327619.

**How much does Visdom Investment Group LLC manage?**
Visdom Investment Group LLC reports $53,087,330 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).

**How have Visdom Investment Group LLC's assets and staff changed since 2023?**
In the Form ADV data for Visdom Investment Group LLC: Regulatory assets under management: $0 in the October 2023 data and $53,087,330 in the October 2026 data. Total employees: 1 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Visdom Investment Group LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (9); corporations or other businesses not listed above (1).

**Which custodians does Visdom Investment Group LLC use?**
Visdom Investment Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and J.P. Morgan Securities LLC as custodians holding 10% or more of its separately managed account assets.

**Does Visdom Investment Group 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/327619

**What changed in Visdom Investment Group LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 4. Regulatory assets under management went from $183,484,494 to $53,087,330 (-71%). Added an office in Westport, CT.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- J.P. Morgan Securities LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $53,087,330
- Discretionary: $53,087,330
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 9 | $49,523,887 |
| Corporations or other businesses not listed above | 1 | $3,563,443 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, MD, MI, NE, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Westport, CT

### Websites listed on Form ADV (Item 1.I)
- visdomig.com
- LinkedIn @visdom-investment-group-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 1 | August 1, 2023 |
| October 2024 | $0 | 1 | June 5, 2024 |
| October 2025 | $183,484,494 | 5 | March 25, 2025 |
| October 2026 | $53,087,330 | 4 | October 1, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $53,087,330 in the October 2026 data.
Total employees: 1 in October 2023 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 4.
- Regulatory assets under management went from $183,484,494 to $53,087,330 (-71%).
- Added an office in Westport, CT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Visdom Investment Group LLC (CRD 327619): Form ADV filing data as of October 2026.