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VARIANT

NEW YORK, NY · CRD 306409 · IAPD ↗ · 580-952-9740

$729.2MRegulatory AUM
5Advisory reps
12Employees
0Clients
n/aPlanning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2026 — VARIANT reported RAUM down 37% ($1.16B -> $729.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
April 2025 — VARIANT shrank from 9 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2025 — VARIANT crossed $1B in regulatory AUM ($838.2M -> $1.16B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
50
April 2024 — VARIANT reported RAUM up 39% ($601.7M -> $838.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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