VIDENT INVESTMENT ADVISORY, LLC

HTTP://WWW.VIDENTINVESTMENTADVISORY.COM/ ALPHARETTA, GA Investment Advisor How do I update this listing?

Vident Investment Advisory is based out of Alpharetta. Vident Investment Advisory is a large advisory firm with 134 clients and discretionary assets under management (AUM) of $4,297,162,435 (Form ADV from 2020-07-31). Their last reported 13F filing for Q2 2020 included $1,905,668,000 in managed 13F securities and a top 10 holdings concentration of 11.23%. Vident Investment Advisory's largest holding is Enbridge, Inc. (Interprovincial Pipe Line System - IPL Energy) with shares held of 773,627. Whalewisdom has at least 27 13F filings

Download 13F Summary to Excel Create Email Alert

06/30/2020

13F Activity

  • Market Value $1.906 Billion
  • Prior Market Value $1.528 Billion
  • New Purchases95 stocks
  • Additional Purchases267 stocks
  • Sold out of171 stocks
  • Reduced holdings in472 stocks
  • Top 10 Holdings % 11.23 %
  • Turnover % [1]:31.86%
  • Turnover Alt % [2]: 13.68 %
  • Time Held Top20:6.40 quarters
  • Time Held Top10:2.00 quarters
  • Time Held All:5.77 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 46.54%
Performance Last 4 Quarters: -6.06%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Advisors Asset Management, Inc.
EXCHANGE TRADED CONCEPTS, LLC
Nationwide Fund Advisors
O'Shares Investment Advisers, LLC
Vident Advisory, LLC

View Last Form Adv Compilation Report on Record

VIDENT INVESTMENT ADVISORY, LLC
1125 SANCTUARY PKWY SUITE 515
ALPHARETTA GA    30009
Country: United States

Business Phone: (404) 487-1961
Fax: (404) 487-1962
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 6
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 134
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

VIDENT INVESTMENT ADVISORY, LLC

ownership team - last updated 2020-06-26
Name Title Start Date Direct/Indirect % Ownership
VIDENT FINANCIAL, LLC MEMBER 03/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
VIDENT INVESTMENT ADVISORS, LLC MEMBER direct 2014-03-01
WEATHERSTORM CAPITAL, LLC 100% OWNER indirect 2013-08-01
WEATHERSTORM CAPITAL, LLC 100% OWNER direct 2015-06-01
KRISKO, DENISE, MARIE PRESIDENT 11/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
MELLON CAPITAL MANAGEMENT CORPORATION MANAGING DIRECTOR, EQUITY INDEX STRATEGIES, EAST COAST direct 2008-02-01
INDEX MANAGEMENT SOLUTIONS, LLC CIO direct 2009-12-01
VIDENT INVESTMENT ADVISORY, LLC PRESIDENT direct 2014-11-01
GOSSARD, CORY, JON CHIEF COMPLIANCE OFFICER 03/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
VIDENT INVESTMENT ADVISORY, LLC CHIEF COMPLIANCE OFFICER direct 2020-03-01
VIDENT INVESTORS' OVERSIGHT TRUST MEMBER VIDENT FINANCIAL, LLC 08/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
VIDENT INVESTMENT ADVISORS, LLC MEMBER indirect 2013-08-01
WEATHERSTORM CAPITAL, LLC 100% OWNER indirect 2013-08-01
BIRLEY, VINCE, LEONARD TRUSTEE VIDENT INVESTORS' OVERSIGHT TRUST 08/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
RONALD BLUE & CO LLC VICE PRESIDENT direct 2004-10-01
RONALD BLUE & CO LLC VICE PRESIDENT, ADVISOR SERVICES direct 2009-01-01
RONALD BLUE & CO LLC CSO, EVP ADVISOR SERVICES, MANAGEMENT COMMITTEE MEMBER direct 2009-01-01
RONALD BLUE & CO LLC ELECTED MANAGER direct 2009-01-01
RONALD BLUE & CO LLC PRINCIPAL direct 2009-01-01
VIDENT INVESTMENT ADVISORS, LLC TRUSTEE indirect 2013-08-01
WEATHERSTORM CAPITAL, LLC TRUSTEE indirect 2013-08-01
SHEPLER, BRIAN, LOWELL TRUSTEE VIDENT INVESTORS' OVERSIGHT TRUST 09/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
RONALD BLUE & CO LLC CFO, EVP CLIENT SERVICES, MANAGEMENT COMMITTEE MEMBER direct 2002-06-01
RONALD BLUE & CO LLC V.P. - CHIEF FINANCIAL OFFICER direct 2003-01-01
RONALD BLUE & CO LLC CHIEF FINANCIAL OFFICER direct 2003-01-01
BAKI, MOHAMMAD, IMMANUEL TRUSTEE VIDENT INVESTORS' OVERSIGHT TRUST 09/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
OVERTURE INVESTMENTS LLC PRESIDENT direct 2005-03-01
OVERTURE INVESTMENTS LLC MANAGING MEMBER indirect 2005-03-01
OVERTURE INVESTMENTS LLC MANAGING MEMBER indirect 2005-03-01

VIDENT INVESTMENT ADVISORY, LLC

ownership team - last updated 2020-03-12
Name Title Start Date Direct/Indirect % Ownership

VIDENT INVESTMENT ADVISORY, LLC

ownership team - last updated 2019-08-16
Name Title Start Date Direct/Indirect % Ownership
VIDENT FINANCIAL, LLC MEMBER 03/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
VIDENT INVESTMENT ADVISORS, LLC MEMBER direct 2014-03-01
WEATHERSTORM CAPITAL, LLC 100% OWNER indirect 2013-08-01
WEATHERSTORM CAPITAL, LLC 100% OWNER direct 2015-06-01
KRISKO, DENISE, MARIE PRESIDENT 11/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
MELLON CAPITAL MANAGEMENT CORPORATION MANAGING DIRECTOR, EQUITY INDEX STRATEGIES, EAST COAST direct 2008-02-01
INDEX MANAGEMENT SOLUTIONS, LLC CIO direct 2009-12-01
VIDENT INVESTMENT ADVISORY, LLC PRESIDENT direct 2014-11-01
CZIZEK, ANNE, CHRISTINE CHIEF COMPLIANCE OFFICER 12/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SPOUTING ROCK WEALTH ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
VIDENT INVESTMENT ADVISORY, LLC CHIEF COMPLIANCE OFFICER direct 2016-12-01
VIDENT INVESTMENT ADVISORY, LLC CHIEF COMPLIANCE OFFICER direct 2017-01-01
WEATHERSTORM CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2017-01-01
VIDENT INVESTORS' OVERSIGHT TRUST MEMBER VIDENT FINANCIAL, LLC 08/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
VIDENT INVESTMENT ADVISORS, LLC MEMBER indirect 2013-08-01
WEATHERSTORM CAPITAL, LLC 100% OWNER indirect 2013-08-01
BIRLEY, VINCE, LEONARD TRUSTEE VIDENT INVESTORS' OVERSIGHT TRUST 08/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
RONALD BLUE & CO LLC VICE PRESIDENT direct 2004-10-01
RONALD BLUE & CO LLC VICE PRESIDENT, ADVISOR SERVICES direct 2009-01-01
RONALD BLUE & CO LLC CSO, EVP ADVISOR SERVICES, MANAGEMENT COMMITTEE MEMBER direct 2009-01-01
RONALD BLUE & CO LLC ELECTED MANAGER direct 2009-01-01
RONALD BLUE & CO LLC PRINCIPAL direct 2009-01-01
VIDENT INVESTMENT ADVISORS, LLC TRUSTEE indirect 2013-08-01
WEATHERSTORM CAPITAL, LLC TRUSTEE indirect 2013-08-01
SHEPLER, BRIAN, LOWELL TRUSTEE VIDENT INVESTORS' OVERSIGHT TRUST 09/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
RONALD BLUE & CO LLC CFO, EVP CLIENT SERVICES, MANAGEMENT COMMITTEE MEMBER direct 2002-06-01
RONALD BLUE & CO LLC V.P. - CHIEF FINANCIAL OFFICER direct 2003-01-01
RONALD BLUE & CO LLC CHIEF FINANCIAL OFFICER direct 2003-01-01
BAKI, MOHAMMAD, IMMANUEL TRUSTEE VIDENT INVESTORS' OVERSIGHT TRUST 09/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
OVERTURE INVESTMENTS LLC PRESIDENT direct 2005-03-01
OVERTURE INVESTMENTS LLC MANAGING MEMBER indirect 2005-03-01
OVERTURE INVESTMENTS LLC MANAGING MEMBER indirect 2005-03-01

VIDENT INVESTMENT ADVISORY, LLC

ownership team - last updated 2019-03-31
Name Title Start Date Direct/Indirect % Ownership
KRISKO, DENISE, MARIE PRESIDENT 11/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
MELLON CAPITAL MANAGEMENT CORPORATION MANAGING DIRECTOR, EQUITY INDEX STRATEGIES, EAST COAST direct 2008-02-01
INDEX MANAGEMENT SOLUTIONS, LLC CIO direct 2009-12-01
VIDENT INVESTMENT ADVISORY, LLC PRESIDENT direct 2014-11-01
VIDENT FINANCIAL, LLC MEMBER 03/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
VIDENT INVESTMENT ADVISORS, LLC MEMBER direct 2014-03-01
WEATHERSTORM CAPITAL, LLC 100% OWNER indirect 2013-08-01
WEATHERSTORM CAPITAL, LLC 100% OWNER direct 2015-06-01
CZIZEK, ANNE, CHRISTINE CHIEF COMPLIANCE OFFICER 12/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SPOUTING ROCK WEALTH ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
VIDENT INVESTMENT ADVISORY, LLC CHIEF COMPLIANCE OFFICER direct 2016-12-01
VIDENT INVESTMENT ADVISORY, LLC CHIEF COMPLIANCE OFFICER direct 2017-01-01
WEATHERSTORM CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2017-01-01
BIRLEY, VINCE, LEONARD MANAGING MEMBER AND EXECUTIVE COMMITTEE MEMBER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
RONALD BLUE & CO LLC VICE PRESIDENT direct 2004-10-01
RONALD BLUE & CO LLC VICE PRESIDENT, ADVISOR SERVICES direct 2009-01-01
RONALD BLUE & CO LLC CSO, EVP ADVISOR SERVICES, MANAGEMENT COMMITTEE MEMBER direct 2009-01-01
RONALD BLUE & CO LLC ELECTED MANAGER direct 2009-01-01
RONALD BLUE & CO LLC PRINCIPAL direct 2009-01-01
VIDENT INVESTMENT ADVISORS, LLC TRUSTEE indirect 2013-08-01
WEATHERSTORM CAPITAL, LLC TRUSTEE indirect 2013-08-01
KIMERY, DEBORAH, KAY EXECUTIVE COMMITTEE MEMBER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
RONALD BLUE & CO LLC V.P. INVESTMENTS, CHAIRPERSON OF MANAGEMENT COMMITTEE direct 2000-01-01
RONALD BLUE & CO LLC V.P. INVESTMENTS/ELECTED MANAGER direct 2000-01-01
RONALD BLUE & CO LLC V.P. INVESTMENTS direct 2000-01-01
RONALD BLUE & CO., LLC SEC. OF LLC, EVP OPERATIONS, CHAIRPERSON-MANAGEMENT COMMITTEE direct 2002-06-01
RONALD BLUE & CO LLC EXEC. V.P., CHAIRPERSON OF MANAGEMENT COMMITTEE direct 2013-12-01
VIDENT INVESTORS' OVERSIGHT TRUST MEMBER VIDENT FINANCIAL, LLC 08/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
VIDENT INVESTMENT ADVISORS, LLC MEMBER indirect 2013-08-01
WEATHERSTORM CAPITAL, LLC 100% OWNER indirect 2013-08-01
BIRLEY, VINCE, LEONARD TRUSTEE VIDENT INVESTORS' OVERSIGHT TRUST 08/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
RONALD BLUE & CO LLC VICE PRESIDENT direct 2004-10-01
RONALD BLUE & CO LLC VICE PRESIDENT, ADVISOR SERVICES direct 2009-01-01
RONALD BLUE & CO LLC CSO, EVP ADVISOR SERVICES, MANAGEMENT COMMITTEE MEMBER direct 2009-01-01
RONALD BLUE & CO LLC ELECTED MANAGER direct 2009-01-01
RONALD BLUE & CO LLC PRINCIPAL direct 2009-01-01
VIDENT INVESTMENT ADVISORS, LLC TRUSTEE indirect 2013-08-01
WEATHERSTORM CAPITAL, LLC TRUSTEE indirect 2013-08-01
BAKI, MOHAMMAD, IMMANUEL TRUSTEE VIDENT INVESTORS' OVERSIGHT TRUST 09/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
OVERTURE INVESTMENTS LLC PRESIDENT direct 2005-03-01
OVERTURE INVESTMENTS LLC MANAGING MEMBER indirect 2005-03-01
OVERTURE INVESTMENTS LLC MANAGING MEMBER indirect 2005-03-01
SHEPLER, BRIAN, LOWELL TRUSTEE VIDENT INVESTORS' OVERSIGHT TRUST 09/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
RONALD BLUE & CO LLC CFO, EVP CLIENT SERVICES, MANAGEMENT COMMITTEE MEMBER direct 2002-06-01
RONALD BLUE & CO LLC V.P. - CHIEF FINANCIAL OFFICER direct 2003-01-01
RONALD BLUE & CO LLC CHIEF FINANCIAL OFFICER direct 2003-01-01

VIDENT INVESTMENT ADVISORY, LLC

ownership team - last updated 2018-10-11
Name Title Start Date Direct/Indirect % Ownership
VIDENT FINANCIAL, LLC MEMBER 03/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
VIDENT INVESTMENT ADVISORS, LLC MEMBER direct 2014-03-01
WEATHERSTORM CAPITAL, LLC 100% OWNER indirect 2013-08-01
WEATHERSTORM CAPITAL, LLC 100% OWNER direct 2015-06-01
KRISKO, DENISE, MARIE PRESIDENT 11/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
MELLON CAPITAL MANAGEMENT CORPORATION MANAGING DIRECTOR, EQUITY INDEX STRATEGIES, EAST COAST direct 2008-02-01
INDEX MANAGEMENT SOLUTIONS, LLC CIO direct 2009-12-01
VIDENT INVESTMENT ADVISORY, LLC PRESIDENT direct 2014-11-01
CZIZEK, ANNE, CHRISTINE CHIEF COMPLIANCE OFFICER 12/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SPOUTING ROCK WEALTH ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
VIDENT INVESTMENT ADVISORY, LLC CHIEF COMPLIANCE OFFICER direct 2016-12-01
VIDENT INVESTMENT ADVISORY, LLC CHIEF COMPLIANCE OFFICER direct 2017-01-01
WEATHERSTORM CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2017-01-01
BIRLEY, VINCE, LEONARD MANAGING MEMBER AND EXECUTIVE COMMITTEE MEMBER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
RONALD BLUE & CO LLC VICE PRESIDENT direct 2004-10-01
RONALD BLUE & CO LLC VICE PRESIDENT, ADVISOR SERVICES direct 2009-01-01
RONALD BLUE & CO LLC CSO, EVP ADVISOR SERVICES, MANAGEMENT COMMITTEE MEMBER direct 2009-01-01
RONALD BLUE & CO LLC ELECTED MANAGER direct 2009-01-01
RONALD BLUE & CO LLC PRINCIPAL direct 2009-01-01
VIDENT INVESTMENT ADVISORS, LLC TRUSTEE indirect 2013-08-01
WEATHERSTORM CAPITAL, LLC TRUSTEE indirect 2013-08-01
KIMERY, DEBORAH, KAY EXECUTIVE COMMITTEE MEMBER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
RONALD BLUE & CO LLC V.P. INVESTMENTS, CHAIRPERSON OF MANAGEMENT COMMITTEE direct 2000-01-01
RONALD BLUE & CO LLC V.P. INVESTMENTS/ELECTED MANAGER direct 2000-01-01
RONALD BLUE & CO LLC V.P. INVESTMENTS direct 2000-01-01
RONALD BLUE & CO., LLC SEC. OF LLC, EVP OPERATIONS, CHAIRPERSON-MANAGEMENT COMMITTEE direct 2002-06-01
RONALD BLUE & CO LLC EXEC. V.P., CHAIRPERSON OF MANAGEMENT COMMITTEE direct 2013-12-01
VIDENT INVESTORS' OVERSIGHT TRUST MEMBER VIDENT FINANCIAL, LLC 08/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
VIDENT INVESTMENT ADVISORS, LLC MEMBER indirect 2013-08-01
WEATHERSTORM CAPITAL, LLC 100% OWNER indirect 2013-08-01
BIRLEY, VINCE, LEONARD TRUSTEE VIDENT INVESTORS' OVERSIGHT TRUST 08/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
RONALD BLUE & CO LLC VICE PRESIDENT direct 2004-10-01
RONALD BLUE & CO LLC VICE PRESIDENT, ADVISOR SERVICES direct 2009-01-01
RONALD BLUE & CO LLC CSO, EVP ADVISOR SERVICES, MANAGEMENT COMMITTEE MEMBER direct 2009-01-01
RONALD BLUE & CO LLC ELECTED MANAGER direct 2009-01-01
RONALD BLUE & CO LLC PRINCIPAL direct 2009-01-01
VIDENT INVESTMENT ADVISORS, LLC TRUSTEE indirect 2013-08-01
WEATHERSTORM CAPITAL, LLC TRUSTEE indirect 2013-08-01
KIMERY, DEBORAH, KAY TRUSTEE VIDENT INVESTORS' OVERSIGHT TRUST 09/01/2017 Indirect Other
Fund Name Position direct/indirect start date end date
RONALD BLUE & CO LLC V.P. INVESTMENTS, CHAIRPERSON OF MANAGEMENT COMMITTEE direct 2000-01-01
RONALD BLUE & CO LLC V.P. INVESTMENTS/ELECTED MANAGER direct 2000-01-01
RONALD BLUE & CO LLC V.P. INVESTMENTS direct 2000-01-01
RONALD BLUE & CO., LLC SEC. OF LLC, EVP OPERATIONS, CHAIRPERSON-MANAGEMENT COMMITTEE direct 2002-06-01
RONALD BLUE & CO LLC EXEC. V.P., CHAIRPERSON OF MANAGEMENT COMMITTEE direct 2013-12-01

VIDENT INVESTMENT ADVISORY, LLC

ownership team - last updated 2017-10-04
Name Title Start Date Direct/Indirect % Ownership
VIDENT FINANCIAL, LLC MEMBER 03/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
VIDENT INVESTMENT ADVISORS, LLC MEMBER direct 2014-03-01
WEATHERSTORM CAPITAL, LLC 100% OWNER indirect 2013-08-01
WEATHERSTORM CAPITAL, LLC 100% OWNER direct 2015-06-01
KRISKO, DENISE, MARIE PRESIDENT 11/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
MELLON CAPITAL MANAGEMENT CORPORATION MANAGING DIRECTOR, EQUITY INDEX STRATEGIES, EAST COAST direct 2008-02-01
INDEX MANAGEMENT SOLUTIONS, LLC CIO direct 2009-12-01
VIDENT INVESTMENT ADVISORY, LLC PRESIDENT direct 2014-11-01
MALEKAR, SHIRISH, TRIMBAK CHIEF INVESTMENT OFFICER 03/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALPHA VISION CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2006-01-01
VIDENT INVESTMENT ADVISORY, LLC CHIEF INVESTMENT OFFICER direct 2015-03-01
WEATHERSTORM CAPITAL, LLC PRESIDENT direct 2015-06-01
CZIZEK, ANNE, CHRISTINE CHIEF COMPLIANCE OFFICER 12/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SPOUTING ROCK WEALTH ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
VIDENT INVESTMENT ADVISORY, LLC CHIEF COMPLIANCE OFFICER direct 2016-12-01
VIDENT INVESTMENT ADVISORY, LLC CHIEF COMPLIANCE OFFICER direct 2017-01-01
WEATHERSTORM CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2017-01-01
KIMERY, DEBORAH, KAY EXECUTIVE COMMITTEE MEMBER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
RONALD BLUE & CO LLC V.P. INVESTMENTS, CHAIRPERSON OF MANAGEMENT COMMITTEE direct 2000-01-01
RONALD BLUE & CO LLC V.P. INVESTMENTS/ELECTED MANAGER direct 2000-01-01
RONALD BLUE & CO LLC V.P. INVESTMENTS direct 2000-01-01
RONALD BLUE & CO., LLC SEC. OF LLC, EVP OPERATIONS, CHAIRPERSON-MANAGEMENT COMMITTEE direct 2002-06-01
RONALD BLUE & CO LLC EXEC. V.P., CHAIRPERSON OF MANAGEMENT COMMITTEE direct 2013-12-01
BIRLEY, VINCE, LEONARD MANAGING MEMBER AND EXECUTIVE COMMITTEE MEMBER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
RONALD BLUE & CO LLC VICE PRESIDENT direct 2004-10-01
RONALD BLUE & CO LLC VICE PRESIDENT, ADVISOR SERVICES direct 2009-01-01
RONALD BLUE & CO LLC CSO, EVP ADVISOR SERVICES, MANAGEMENT COMMITTEE MEMBER direct 2009-01-01
RONALD BLUE & CO LLC ELECTED MANAGER direct 2009-01-01
RONALD BLUE & CO LLC PRINCIPAL direct 2009-01-01
VIDENT INVESTMENT ADVISORS, LLC TRUSTEE indirect 2013-08-01
WEATHERSTORM CAPITAL, LLC TRUSTEE indirect 2013-08-01
VIDENT INVESTORS' OVERSIGHT TRUST MEMBER VIDENT FINANCIAL, LLC 08/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
VIDENT INVESTMENT ADVISORS, LLC MEMBER indirect 2013-08-01
WEATHERSTORM CAPITAL, LLC 100% OWNER indirect 2013-08-01
BIRLEY, VINCE, LEONARD TRUSTEE VIDENT INVESTORS' OVERSIGHT TRUST 08/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
RONALD BLUE & CO LLC VICE PRESIDENT direct 2004-10-01
RONALD BLUE & CO LLC VICE PRESIDENT, ADVISOR SERVICES direct 2009-01-01
RONALD BLUE & CO LLC CSO, EVP ADVISOR SERVICES, MANAGEMENT COMMITTEE MEMBER direct 2009-01-01
RONALD BLUE & CO LLC ELECTED MANAGER direct 2009-01-01
RONALD BLUE & CO LLC PRINCIPAL direct 2009-01-01
VIDENT INVESTMENT ADVISORS, LLC TRUSTEE indirect 2013-08-01
WEATHERSTORM CAPITAL, LLC TRUSTEE indirect 2013-08-01
SCHMUHL, ANDREW, THOMAS TRUSTEE VIDENT INVESTORS' OVERSIGHT TRUST 08/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
OVERTURE INVESTMENTS LLC CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL direct 2005-04-01
OVERTURE INVESTMENTS LLC GENERAL COUNSEL, MANAGING DIRECTOR direct 2005-04-01
OVERTURE INVESTMENTS LLC GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR direct 2005-04-01
VIDENT INVESTMENT ADVISORY, LLC TRUSTEE indirect 2013-08-01
VIDENT INVESTMENT ADVISORY, LLC CHIEF COMPLIANCE OFFICER direct 2014-03-01
VIDENT INVESTMENT ADVISORY, LLC CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER direct 2014-03-01
WEATHERSTORM CAPITAL, LLC TRUSTEE indirect 2013-08-01
WEATHERSTORM CAPITAL, LLC CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER direct 2015-06-01
KIMERY, DEBORAH, KAY TRUSTEE VIDENT INVESTORS' OVERSIGHT TRUST 09/01/2017 Indirect Other
Fund Name Position direct/indirect start date end date
RONALD BLUE & CO LLC V.P. INVESTMENTS, CHAIRPERSON OF MANAGEMENT COMMITTEE direct 2000-01-01
RONALD BLUE & CO LLC V.P. INVESTMENTS/ELECTED MANAGER direct 2000-01-01
RONALD BLUE & CO LLC V.P. INVESTMENTS direct 2000-01-01
RONALD BLUE & CO., LLC SEC. OF LLC, EVP OPERATIONS, CHAIRPERSON-MANAGEMENT COMMITTEE direct 2002-06-01
RONALD BLUE & CO LLC EXEC. V.P., CHAIRPERSON OF MANAGEMENT COMMITTEE direct 2013-12-01

WhaleScore history for VIDENT INVESTMENT ADVISORY, LLC

You must have a subscription to view WhaleScore histories

Elevate your investments