Vioni Capital Management, Llc
- Regulatory AUM
- $84.8M
- Discretionary
- $84.8M
- Clients
- 21
- Avg AUM / client
- $4.0M
- Accounts
- 60
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 17 | $77.6M | 91.6% |
| Charitable organizations | 3 | $6.0M | 7.05% |
| Corporations and other businesses | 1 | $1.2M | 1.39% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ronald Edward Vioni | Managing Member (Elected)/Chief Compliance Officer | Mar 2009 (17y) | 75% or more | |
| Lisa Marie Vioni | Registered representative | Jun 2014 (12y) | ||
| Dena Mae Minning | Registered representative | CFP CFA | Aug 2014 (12y) |
Undisclosed: 0% – 25% 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) | 03/26/2026 | 993 KB | 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
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- National Financial Services (Fidelity) $82.7M (98% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 26, 2026.
View current Form ADV (SEC/IAPD) ↗