Investment adviser · CRD 315824

VALUABLE CAPITAL ADVISORS

Investment adviser filing (IA)

VALUABLE CAPITAL ADVISORS, LLC

· Form ADV filed Mar 9, 2022

Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
IndividualsFewer than 5Not reportedNot reported
High-net-worth individualsFewer than 5Not reportedNot reported
Banks & thriftsFewer than 5Not reportedNot reported
Retirement plansFewer than 5Not reportedNot reported
CharitiesFewer than 5Not reportedNot reported
Government entitiesFewer than 5Not reportedNot reported
Other investment advisersFewer than 5Not reportedNot reported
Insurance companiesFewer than 5Not reportedNot reported
Sovereign wealth & foreign institutionsFewer than 5Not reportedNot reported
Corporations & businessesFewer than 5Not reportedNot reported
Filing source

Form ADV 1617428 · Mar 9, 2022 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 9, 2022. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets

Principal office

CRD 315824

Filing source

Form ADV 1617428 · Mar 9, 2022 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.