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VISHRIA BIRD FINANCIAL GROUP, LLC

MEMPHIS, TN · CRD 291979 · IAPD ↗ · vbfinancialgroup.com · 901-216-1600

$599.7MRegulatory AUM
6Advisory reps
7Employees
2Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
January 2026 — VISHRIA BIRD FINANCIAL GROUP, LLC (MEMPHIS, TN) left the SEC roster (was $599.7M RAUM, 6 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
70
March 2024 — VISHRIA BIRD FINANCIAL GROUP, LLC crossed $500M in regulatory AUM ($398.7M -> $509.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.