Valley Forge Investment Consultants, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Audubon, PA. Its latest Form ADV filing, dated March 30, 2026, reports $3.5B in regulatory assets under management, 16 employees, and 1,034 accounts.
Assets Under Management
$3.5B
Employees
16
Offices
--
Total Clients
384
Primary office
AUDUBON, PA
2500 MONROE BLVD., SUITE 100, AUDUBON, PA, United States
Top client segmentHNWI represent 41.1% of total clients.
Top client categories% of clientsClients
1
HNWI
41.1%
158
2
Pension Plans
33.3%
128
3
Individuals
21.4%
82
4
Charitable
2.3%
9
5
Corporations
1.8%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.5Bas of March 30, 2026
Discretionary24.4%
$852M
24% of total RAUM24.4%
Non-discretionary75.6%
$2.6B
76% of total RAUM75.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.5B
Total Accounts1,034
10Y AUM Change+$2.6B (+287.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee24:1
10Y Employee Change+1 (+6.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.