Data / Investment advisers / Pennsylvania / Valley Forge Investment Consultants, Inc.
Valley Forge Investment Consultants, Inc., Audubon, PA: $3.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Valley Forge Investment Consultants, Inc. is an SEC registered investment adviser with its main office in Audubon, Pennsylvania and reports $3.5 billion in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include pension and profit sharing plans, high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Valley Forge Investment Consultants, Inc. (CRD number 123898): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 123898
- SEC file number
- 801-107519
- SEC status
- Approved, effective March 30, 2016
- Main office
- 2500 Monroe Blvd. Suite 100, Audubon, PA 19403
- Phone
- (610) 783-6650
- Regulatory AUM
- $3,492,195,058 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $851,873,593
- Non discretionary AUM
- $2,640,321,465
- Accounts
- 1,034
- Employees
- 16, of which 11 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 128 | $2.47 billion |
| High net worth individuals | 158 | $927.1 million |
| Individuals (other than high net worth individuals) | 82 | $39.1 million |
| Charitable organizations | 9 | $30 million |
| Corporations or other businesses | 7 | $28.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.49 billion | March 30, 2026 |
| December 1, 2025 | $2.84 billion | March 25, 2025 |
Other advisers in Pennsylvania
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Nordwand Advisors | Radnor | $3.97 billion | Not listed | adviserinfo.sec.gov |
| Financial Integrity Advisors, LLC | Philadelphia | $3.96 billion | Not listed | adviserinfo.sec.gov |
| Argosy Capital | Wayne | $3.73 billion | 51 | adviserinfo.sec.gov |
| Stevens Capital Management LP | Radnor | $3.68 billion | 2 | adviserinfo.sec.gov |
| Bryn Mawr Trust Advisors, LLC | Philadelphia | $3.51 billion | Not listed | adviserinfo.sec.gov |
| Kathmere Capital Management, LLC | Wayne | $3.48 billion | 1 | adviserinfo.sec.gov |
| Wedmont Private Capital | West Chester | $3.44 billion | Not listed | adviserinfo.sec.gov |
| Newspring Capital | Radnor | $3.34 billion | 27 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Pennsylvania
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Valley Forge Investment Consultants, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.