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| Central Valley Advisors LLC
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|---|---|
| CRD # | 324974 |
| SEC # | 801-128204 |
| CIK # | 0002010698 |
| AUM | 633.7 M (2026-06-22) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 916-414-8282 |
| Address | 3455 American River Dr Sacramento, CA 95864 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 14.6 | |
| Microsoft Corp | 7.3 | |
| Nvidia Corp | 7.1 | |
| Alphabet Inc | 5.7 | |
| Amazon Com Inc | 5.1 | |
| J P Morgan Chase & Co | 4.3 | |
| Plains GP Holdings LP | 4.3 | |
| Newmont Mining Corp /DE/ | 4.2 | |
| Chevron Corp | 4.1 | |
| Facebook Inc | 3.6 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 428 | 140.9 |
| (b) Individuals (high net worth individuals) | 162 | 492.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,923 | 633.7 |
| By Discretionary | ||
| Discretionary | 1,923 | 633.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,923 | 633.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 633.7 | |
| Total | 1,923 | 633.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002010698] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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