# Revalue LLC

> Revalue LLC is an SEC-registered investment advisory firm in Grand Rapids, MI, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 6, 2026.

- CRD: 165499
- Filed as: REVALUE LLC
- Also doing business as: REVALUE MICHIGAN LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Grand Rapids, MI
- Filing period: October 2026
- Form ADV filing dated: May 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/165499
- AdvisorCensus page: https://advisorcensus.com/firm/revalue-llc-grand-rapids-mi-165499

## Quick answers

**How is Revalue LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Revalue LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees).

**Where is Revalue LLC located?**
Revalue LLC's principal office is in Grand Rapids, MI, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Revalue LLC registered with the SEC or a state?**
Revalue LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 165499.

**How much does Revalue LLC manage?**
Revalue LLC reports $128,524,901 in regulatory assets under management in its Form ADV filing dated May 6, 2026 (100% discretionary).

**How have Revalue LLC's assets and staff changed since 2025?**
In the Form ADV data for Revalue LLC: Regulatory assets under management: $103,938,905 in the October 2025 data and $128,524,901 in the October 2026 data, up 24%. Total employees: 8 in October 2025 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Revalue LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (152); individuals (other than high net worth individuals) (102).

**Which custodians does Revalue LLC use?**
Revalue LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists SEI Investments Distribution Co. as a custodian holding 10% or more of its separately managed account assets.

**Does Revalue LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/165499

**What changed in Revalue LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 4. Regulatory assets under management went from $103,938,905 to $128,524,901 (+24%). Added an office in Grand Rapids, MI.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- SEI Investments Distribution Co.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $128,524,901
- Discretionary: $128,524,901
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 102 | $25,509,187 |
| High net worth individuals | 152 | $68,352,250 |
| Charitable organizations | Fewer than 5 | $34,663,464 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MA, MD, MI, MN, NC, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Grand Rapids, MI

### Websites listed on Form ADV (Item 1.I)
- revalueinvesting.com
- Facebook @RevalueInvesting
- LinkedIn linkedin.com
- X @RevalueMI
- YouTube @UCLWJ0RmJnwkB9Hwcm4nt8vA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $103,938,905 | 8 | May 1, 2025 |
| October 2026 | $128,524,901 | 8 | May 6, 2026 |

Regulatory assets under management: $103,938,905 in the October 2025 data and $128,524,901 in the October 2026 data, up 24%.
Total employees: 8 in October 2025 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 4.
- Regulatory assets under management went from $103,938,905 to $128,524,901 (+24%).
- Added an office in Grand Rapids, MI.

### February 2026
- Registered or notice-filed in CA, MA, MD, MI, NC, NY, PA, TX.

### January 2026
- No longer registered or notice-filed in CA, MA, MD, MI, MO, NY, PA, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Revalue LLC (CRD 165499): Form ADV filing data as of October 2026.