|
⚲
|
| Keyboard |
| Values Added Financial LLC
✚
|
|
|---|---|
| CRD # | 288912 |
| SEC # | 801-122265 |
| CIK # | 0001973921 |
| AUM | 313.7 M (2026-02-10) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 202-599-0915 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 8.4 | ||
| Apple Inc | 8.0 | ||
| Alphabet Inc | 3.4 | ||
| Microsoft Corp | 3.3 | ||
| Alphabet Inc | 2.9 | ||
| Amazon Com Inc | 2.5 | ||
| Markel Corp | 2.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38 | 23.5 |
| (b) Individuals (high net worth individuals) | 74 | 286.3 |
| (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 | 3 | 3.8 |
| (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 | 513 | 313.7 |
| By Discretionary | ||
| Discretionary | 513 | 313.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 513 | 313.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 313.7 | |
| Total | 513 | 313.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001973921] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
May Barnhard Investments LLC
✚
|
MD | 316.9 M |
|
Peirce Park Group Inc
✚
|
PA | 315.7 M |
|
Accelerate Investment Advisors LLC
✚
|
CA | 315.4 M |
|
Aurelius Family Office LLC
✚
|
NH | 315.3 M |
|
Marcellus Investment Managers Private Limited
✚
|
315.2 M | |
|
Horter Investment Management LLC
✚
|
OH | 314.5 M |
|
Magnate Advisory Services LLC
✚
|
KY | 314.1 M |
|
Parkview US LLC
✚
|
NY | 312.3 M |
|
NorthStar Financial Planners Inc
✚
|
FL | 311.6 M |
|
Cravens & Company Advisors LLC
✚
|
TN | 311.1 M |