AdvisorRanked
100
Clean

VIDENT ASSET MANAGEMENT

1125 SANCTUARY PKWY, ALPHARETTA, GA 30009
Fiduciaryfee-onlySEC Registered
404-267-1501 www.videntam.com CRD #286622
$22.0B
Assets Managed
9
Clients
38
Employees
7
Years Active
since 2019

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46112. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 7 years.

Firm Details

Legal NameVIDENT ASSET MANAGEMENT
CRD Number#286622
SEC RegisteredYes
Registration Date2019-01-28
States RegisteredGA
Assets Under Management$22.0B
Number of Clients9
Employees38
Compensation Typefee-only
Last ADV Filing46112

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Frequently Asked Questions

Is VIDENT ASSET MANAGEMENT a fiduciary?

Yes. VIDENT ASSET MANAGEMENT is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does VIDENT ASSET MANAGEMENT charge clients?

VIDENT ASSET MANAGEMENT uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does VIDENT ASSET MANAGEMENT have any complaints?

No. VIDENT ASSET MANAGEMENT has zero complaints or disciplinary actions on file with the SEC or FINRA across 7 years of operation.

How does VIDENT ASSET MANAGEMENT compare to other advisors in ALPHARETTA?

VIDENT ASSET MANAGEMENT has a Red Flag Score of 100/100. There are 33 registered advisory firms in ALPHARETTA. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46112. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.