Overview
Assets Under Management: $214 million
High-Net-Worth Clients: 49
Average Client Assets: $2.6 million
Frequently Asked Questions
VIABLE is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #322140), VIABLE is subject to fiduciary duty under federal law.
VIABLE serves 49 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, VIABLE offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
VIABLE manages $214 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, VIABLE serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.82%
Average Client Assets: $2.6 million
Total Client Accounts: 645
Discretionary Accounts: 645
Regulatory Filings
CRD Number: 322140
Filing ID: 2075584
Last Filing Date: 2026-03-31 14:15:03