Data / Investment advisers / Florida / Value Financial Advisers, Inc.
Value Financial Advisers, Inc., Orlando, FL: $105 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Value Financial Advisers, Inc. is an SEC registered investment adviser with its main office in Orlando, Florida and reports $105 million in regulatory assets under management in its Form ADV filed May 14, 2024. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Value Financial Advisers, Inc. (CRD number 107321): 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
- 107321
- SEC file number
- 801-37987
- SEC status
- Approved, effective December 28, 1990
- Main office
- 1406 Spring Fest Ln, Orlando, FL 32828
- Phone
- (303) 770-3030
- Website
- valuefinancialadvisers.com
- Regulatory AUM
- $105,269,801 in the Form ADV filed May 14, 2024
- Discretionary AUM
- $98,036,666
- Non discretionary AUM
- $7,233,135
- Accounts
- 203
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 14, 2024
- 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 |
|---|---|---|
| High net worth individuals | 34 | $53.6 million |
| Individuals (other than high net worth individuals) | 167 | $51.7 million |
Other advisers in Orlando
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Velaris Wealth Management | Orlando | $128.7 million | Not listed | adviserinfo.sec.gov |
| RM Adviser, LLC | Orlando | $128.3 million | Not listed | adviserinfo.sec.gov |
| Centrus Financial Strategies | Orlando | $125.1 million | Not listed | adviserinfo.sec.gov |
| Wisdom Planning Group | Orlando | $112.9 million | Not listed | adviserinfo.sec.gov |
| Jake Carris Financial Planning | Orlando | $109.7 million | Not listed | adviserinfo.sec.gov |
| Rea Financial | Orlando | $54.8 million | Not listed | adviserinfo.sec.gov |
| RM Manager, LLC | Orlando | Not listed | 24 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Orlando, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Value Financial Advisers, 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.