Jason DeLorenzo
AD Deum Funds · South Riding, Virginia
Jason DeLorenzo is a fee-only financial advisor at AD Deum Funds in South Riding, Virginia. AD Deum Funds reports charging a percentage of assets, hourly fees, a subscription, fixed fees and performance-based fees on its Form ADV.
Request an introduction to Jason →
Facts
| Firm | AD Deum Funds |
|---|---|
| Based in | South Riding, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Subscription · Fixed fees · Performance-based fees |
| Assets under management | $1.2M across 20 accounts |
| SEC registration | Investment adviser representative in TN, VA · CRD 6988661 |
| Exams passed | Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.vollanddiscord.com |
| Profile |
How Jason's firm compares
- AD Deum Funds's average account is about $62,000, from its Form ADV (assets managed divided by 20 accounts).
Request an introduction to Jason
Tell Jason a little about what you're looking for. Jason isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jason
Is Jason DeLorenzo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and AD Deum Funds reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, AD Deum Funds, reports charging a percentage of assets, hourly fees, a subscription, fixed fees and performance-based fees on its SEC Form ADV.
Where is Jason DeLorenzo based?
Jason DeLorenzo is based in South Riding, Virginia.
Is Jason DeLorenzo registered with the SEC?
Yes. Jason DeLorenzo is registered as an investment adviser representative in TN and VA (CRD 6988661), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AD Deum Funds manage?
AD Deum Funds reports $1.2M across 20 accounts in assets under management.
How do I contact Jason DeLorenzo?
Through Jason's website, www.vollanddiscord.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.