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Viden Arbor Capital

Wealth managementRIA

CRD 169533Updated

Viden Arbor Capital is an investment adviser, registered with the SEC since 2022. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $204 million, as filed on 1 April 2026.

21
Clients
$9.72M
AUM per individual client
1
Advisory staff
2
Offices
See fees
Annual fee

From Form ADV filed 1 April 2026SEC record

Services and clients

Viden Arbor Capital provides portfolio management for individuals and small businesses. The firm advises 1 private fund.

Viden Arbor Capital reports 21 clients. They include 11 high-net-worth individuals and 10 individual clients. Of its assets, 100.0% ($204M across 68 accounts) are managed with discretion.

Clients and assets by client type
Clients21 clients
Assets$204M
Client typeClientsAssets
Individuals (other than HNW)48%<1%
High-net-worth individuals52%99%
Client breakdown and activity details
Individuals (other than HNW)
Clients
10
Regulatory AUM
$1.51M
AUM share
0.7%
Avg. per client
$151K
High-net-worth individuals
Clients
11
Regulatory AUM
$203M
AUM share
99.3%
Avg. per client
$18.4M

Total

Clients
21
Regulatory AUM
$204M
AUM share
100%
Avg. per client
$9.72M
Clients outside the U.S.
0%
Clients advised without assets under management last fiscal year
0
Private funds advised
1
Financial planning clients last fiscal year
0

Fees and minimums

Viden Arbor Capital is paid through a percentage of assets under management and fixed fees (other than subscription fees). Brochure fee details have not yet been processed for this profile. Find its brochure on the SEC’s site.

Ownership and people

Peter Uher owns 75% or more of Viden Arbor Capital. The leadership team of Viden Arbor Capital includes Chief Compliance Officer Peter Uher. It has 1 employee.

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Staff

  • 1 employee
  • 1 in advisory functions
  • 1 state-registered rep
Who owns the firm
Viden Arbor Capital L.L.C.· the adviser
  • Peter Uher

    Control person · since October 2013

    Owns 75% or more of Viden Arbor Capital L.L.C.

Growth and acquisitions

Viden Arbor Capital’s regulatory assets grew 2.0× from $103M (June 2022) to $204M (April 2026); clients rose from 18 to 21 and employees fell from 2 to 1.

By annual filing
Measure
Figures from each annual filing
FiledRegulatory AUMClientsStaffEmployeesOffices
Apr 2026April 2026$204M2112
Mar 2025March 2025$181M2112
Mar 2024March 2024$175M2222
Mar 2023March 2023$163M2122
Jun 2022June 2022$103M1822

Offices and registration details

Besides its headquarters, Viden Arbor Capital has 1 office (1 private residence, listed without an address), with 1 listed address with no US state reported.

Contact and registration details

Legal name
Viden Arbor Capital L.L.C.
Headquarters
Not reported
SEC file
801-126138
Structure
Wyoming LLC
Fiscal year end
December

Custodians

Viden Arbor Capital’s named custodian for separately managed accounts is Charles Schwab ($35.9M). Viden Arbor Capital does not have custody of client assets.

Reported separately managed account assets by custodian
$35.9M
named custodians
  • Charles SchwabCharles Schwab & Co., Inc. · San Fransisco, CA · $35.9M100%

Investments and reported holdings

At year end, Viden Arbor Capital’s separately managed accounts were mostly in stocks (90%) and cash (10%).

What the accounts hold

Separately managed account assets by class, year end
  • Stocks90%
  • Cash10%

Common questions

How many clients does Viden Arbor Capital have?

Viden Arbor Capital has 21 clients and manages $204 million for them, as of April 2026. They include 11 high-net-worth individuals and 10 individual clients.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 April 2026

What services does Viden Arbor Capital offer?

Viden Arbor Capital provides portfolio management for individuals and small businesses.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does Viden Arbor Capital use?

Viden Arbor Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Fransisco, CA), with $35.9M. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 April 2026

How many financial advisors does Viden Arbor Capital have?

Viden Arbor Capital has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Viden Arbor Capital invest in?

At the end of its last fiscal year, Viden Arbor Capital’s separately managed accounts held 90% exchange-traded equities and 10% cash and equivalents. It advises 1 private fund.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Viden Arbor Capital?

Viden Arbor Capital’s direct owner is Peter Uher (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 1 April 2026

How does Viden Arbor Capital get paid?

Viden Arbor Capital is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

How do I contact Viden Arbor Capital?

Its phone number is 855-344-4368. Its website is videnarbor.com.

Source: Form ADV Part 1A, Item 1.F, filed 1 April 2026

Sources and methodology

  1. Form ADV Part 1A, amendment filed 1 April 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 169533.
  3. SEC registered adviser data, annual Form ADV amendments filed 28 June 2022 to 1 April 2026. Items 1.F and 5.
  4. SEC investment adviser representative register, as of 9 October 2026; loaded 10 October 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since. Disciplinary history is not yet shown here. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one.

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