Wealth manager, independent · Orlando, FL
Value Financial Advisers, Inc.
SEC-registered investment adviser · CRD 107321 · SEC 801-37987
At a glance
Value Financial Advisers, Inc. is an SEC-registered investment adviser based in Orlando, Florida, with $105 million in regulatory assets under management as of its Form ADV filed May 14, 2024. Its largest client group by assets is high-net-worth individuals, and it reports 201 individual clients. By Form ADV it is a wealth manager, ranked 8,156th of 8,915 wealth managers and 15,269th of 17,210 SEC-registered advisers by assets.
valuefinancialadvisers.comAs filed on Form ADV
- Regulatory AUM
- $105M
- Rank among wealth managers
- #8,156 of 8,915
- Rank among all SEC RIAs
- #15,269 of 17,210
- Rank in Florida
- #972 of 1,090
- Individual clients
- 201
- High-net-worth clients
- 34
- Accounts
- 203
- Discretionary
- 93% of AUM
- Employees
- 4
- Advisory staff
- 4
- Offices
- 2
Custody and brokerage
Custodian
Value Financial Advisers, Inc.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Value Financial Advisers, Inc. is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 34 | $54M | 51% |
| Individuals | 167 | $52M | 49% |
Disciplinary disclosures
Value Financial Advisers, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗valuefinancialadvisers.com ↗
AtlasMembers
The full record on Value Financial Advisers, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 4,405 peers of its type and size
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- Owners and executives, with titles and stakes
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- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Value Financial Advisers, Inc. manage?
Value Financial Advisers, Inc. reports $105 million in regulatory assets under management across 203 accounts, 93% of it on a discretionary basis, on its Form ADV filed May 14, 2024.
What kind of firm is Value Financial Advisers, Inc.?
Value Financial Advisers, Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Value Financial Advisers, Inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($54 million, 34 clients); individuals ($52 million, 167 clients).
Does Value Financial Advisers, Inc. have any disciplinary history?
Value Financial Advisers, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Value Financial Advisers, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing, which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →