Van Den Berg Management I, Inc.
- Regulatory AUM
- $680M
- Discretionary
- $680M
- Clients
- 737
- Avg AUM / client
- $922K
- Accounts
- 737
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 576 | $170M | 25.1% |
| High net worth individuals | 131 | $389M | 57.2% |
| Investment companies | 1 | $28.6M | 4.2% |
| Pension and profit sharing plans | 10 | $79.4M | 11.7% |
| Charitable organizations | 7 | $7.4M | 1.09% |
| Corporations and other businesses | 12 | $4.7M | 0.7% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Arnold Van Den Berg | Chairman And Co Chief Investment Officer | May 1974 (52y) | 25% – 50% | |
| James David Brilliant | Co Chief Investment Officer And Cfo | CFA | Jan 1986 (41y) | 10% – 25% |
| Scott Schain Van Den Berg | President And Coo | CFP Chartered Financial Consultant | May 1991 (35y) | 5% – 10% |
| Lisa Annette Stroud | Chief Compliance Officer | Jan 2004 (23y) | Less than 5% | |
| Vaughn, Justin, Benton | Shareholder | Sep 2005 (21y) | 5% – 10% | |
| Van Den Berg, Rebecca | Shareholder | Mar 2022 (4y) | 5% – 10% | |
| Aaron Samuel Buckholtz | Registered representative | CFA | Jan 1999 (28y) | |
| John Bradley Dixon | Registered representative | CFP | Nov 2001 (25y) | |
| William Hugh Brilliant | Registered representative | Oct 2002 (24y) | ||
| David B Lloyd | Registered representative | CFP | Sep 2004 (22y) | |
| Mark Sadamu Okamoto | Registered representative | Jun 2006 (20y) | ||
| Rachel Renee Van Den Berg | Registered representative | Dec 2025 (1y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $482M (71% of AUM) Mar 2026
- RBC $250M (35% of AUM) Oct 2022
- National Financial Services (Fidelity) $96.6M (14% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗