Values Added Financial is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 10, 2026, reports $314M in regulatory assets under management, 9 employees, and 513 accounts.
Top client segmentHNWI represent 64.3% of total clients.
Top client categories% of clientsClients
1
HNWI
64.3%
74
2
Individuals
33.0%
38
3
Charitable
2.6%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$314Mas of February 10, 2026
Discretionary100.0%
$314M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$314M
Total Accounts513
10Y AUM Change+$208M (+196.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee13:1
10Y Employee Change+5 (+125.0%)
* 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.