Data / Investment advisers / Pennsylvania / Venerable Investment Advisers, LLC
Venerable Investment Advisers, LLC, West Chester, PA: $16.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Venerable Investment Advisers, LLC is an SEC registered investment adviser with its main office in West Chester, Pennsylvania and reports $16.3 billion in regulatory assets under management in its Form ADV filed July 1, 2026. Its clients include investment companies. It is paid through a percentage of assets under management.
The request: Watch Venerable Investment Advisers, LLC (CRD number 330755): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 330755
- SEC file number
- 801-130496
- SEC status
- Approved, effective June 14, 2024
- Main office
- 1475 Dunwoody Drive Suite 200, West Chester, PA 19380
- Phone
- (610) 249-2916
- Regulatory AUM
- $16,274,339,420 in the Form ADV filed July 1, 2026
- Discretionary AUM
- $16,274,339,420
- Accounts
- 21
- Employees
- 12, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 21 | $16.27 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $16.27 billion | January 28, 2026 |
| December 1, 2025 | $9.80 billion | February 24, 2025 |
Other advisers in West Chester
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | West Chester | $8.29 billion | Not listed | adviserinfo.sec.gov |
| Wedmont Private Capital | West Chester | $3.44 billion | Not listed | adviserinfo.sec.gov |
| Key Financial, Inc. | West Chester | $2.84 billion | Not listed | adviserinfo.sec.gov |
| Veery Capital, LLC | West Chester | $971.4 million | Not listed | adviserinfo.sec.gov |
| Market Street Wealth Management | West Chester | $837 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in West Chester, PA
- Investment advisers in Pennsylvania
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving investment companies
- Venerable Investment Advisers, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.