RIA Intel›Advisers›Tennessee›VISHRIA BIRD FINANCIAL GROUP, LLC

VISHRIA BIRD FINANCIAL GROUP, LLC

Advisory

N·MEMPHIS, TN

Data as of Nov 18, 2024 · Source: SEC Form ADV

Total AUM

$600M

1-Year AUM Growth

0.0%

3-Year CAGR

+9.5%

Employees

6

Assets Under Management

Total AUM$600M

Discretionary AUM$535M

Non-Discretionary AUM$65M

Discretionary %89.2%

Total Clients293

Team

Total Employees6

Investment Advisers7

Employee Growth (1Y)-14.3%

Filing History

Total Filings on Record13

First FilingJan 29, 2018

Latest FilingNov 18, 2024

🔒 Full AUM trend chart and 13 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on VISHRIA BIRD FINANCIAL GROUP, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.