{"url":"https://nivawealth.com/firms/viden-arbor-capital-169533","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/169533","regulatoryAum":204062635,"crd":"169533","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6008690","suffix":null,"lastName":"WARD","firstName":"MATTHEW","middleName":"EMANUEL"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-06-28","regulatoryAum":102666428,"clients":18,"employees":2,"offices":2},{"filedOn":"2023-03-20","regulatoryAum":162978587,"clients":21,"employees":2,"offices":2},{"filedOn":"2024-03-25","regulatoryAum":175204848,"clients":22,"employees":2,"offices":2},{"filedOn":"2025-03-28","regulatoryAum":181400733,"clients":21,"employees":1,"offices":2},{"filedOn":"2026-04-01","regulatoryAum":204062635,"clients":21,"employees":1,"offices":2}],"secFileNumber":"801-126138","legalName":"Viden Arbor Capital L.L.C.","displayName":"Viden Arbor Capital","slug":"viden-arbor-capital-169533","website":"https://videnarbor.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Wyoming limited liability company","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":[],"registration":{"secApproved":"21 July 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":9717268.333333334,"staff":{"employees":1,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":204062635,"discretionary":204062635,"discretionaryAccounts":68,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":10,"regulatoryAum":1513143},{"label":"High-net-worth individuals","clients":11,"regulatoryAum":202549492}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Fransisco, CA","smaAssets":35905511}],"custodyNote":"Viden Arbor Capital does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Peter Uher","title":"Principal and Chief Compliance Officer","crd":"5832443"}],"ownership":[{"label":"Peter Uher","detail":"Principal and chief compliance officer in the 75% or more ownership band and a control person, since October 2013."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"855-344-4368","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Portfolio management for individuals and/or small businesses","Other"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":90},{"label":"Cash and cash equivalents","percent":10}],"privateFunds":1},"sources":{"adv1FilingDate":"1 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/169533/PDF/169533.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Viden Arbor Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Viden Arbor Capital offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Viden Arbor Capital use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Viden Arbor Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Viden Arbor Capital invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Viden Arbor Capital?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Viden Arbor Capital get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Viden Arbor Capital?","answer":"Its phone number is 855-344-4368. Its website is videnarbor.com.","source":"Form ADV Part 1A, Item 1.F, filed 1 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}