Via Iv Investments, Llc
- Regulatory AUM
- $222M
- Discretionary
- $222M
- Clients
- 532
- Avg AUM / client
- $417K
- Accounts
- 532
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 461 | $94.1M | 42.4% |
| High net worth individuals | 71 | $128M | 57.6% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Jacob Holland | Member; Chief Compliance Officer (2016) | Jul 2002 (24y) | 50% – 75% | |
| Jeffrey Russell Coyner | Member | May 2013 (13y) | 50% – 75% | |
| Scott Edward Mann | Registered representative | Oct 2014 (12y) | ||
| Nicholas Thomas Leftakes | Registered representative | Oct 2022 (4y) |
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) | 03/12/2026 | 1.2 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
- • Performance-based fees
- • Other fees
- • DIRECT BILLING TO THE CUSTODIAN OF CLIENT ASSETS
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- National Financial Services (Fidelity) $194M (87% of AUM) Mar 2026
- Charles Schwab & Co. $27.9M (13% 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 12, 2026.
View current Form ADV (SEC/IAPD) ↗