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VARIANT PERCEPTION

CHARLOTTE, NC · CRD 334510 · IAPD ↗ · 704-926-1116

$31.9MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
3Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

40
April 2026 — VARIANT PERCEPTION shrank from 12 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2026 — VARIANT PERCEPTION added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
December 2025 — VARIANT PERCEPTION (CHARLOTTE, NC) is newly SEC-registered with $0 RAUM and 12 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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