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Situsamc Real Estate Valuation Services, LLC
Filed as SITUSAMC REAL ESTATE VALUATION SERVICES, LLC
Situsamc Real Estate Valuation Services, LLC is an SEC-registered investment advisory firm in West des Moines, IA, registered since 1990, with no regulatory assets under management reported in its Form ADV filing dated March 26, 2026.
Quick answers
From the filingHow is Situsamc Real Estate Valuation Services, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Situsamc Real Estate Valuation Services, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).
Where is Situsamc Real Estate Valuation Services, LLC located?
Situsamc Real Estate Valuation Services, LLC's principal office is in West des Moines, IA, according to its Form ADV.
Is Situsamc Real Estate Valuation Services, LLC registered with the SEC or a state?
Situsamc Real Estate Valuation Services, LLC is an SEC-registered investment advisory firm, registered since 1990. Status as filed: Approved. CRD 106747.
How have Situsamc Real Estate Valuation Services, LLC's assets and staff changed since 2021?
In the Form ADV data for Situsamc Real Estate Valuation Services, LLC: Total employees: 145 in October 2021 and 169 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Situsamc Real Estate Valuation Services, LLC serve?
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (1).
Does Situsamc Real Estate Valuation Services, 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/106747
What changed in Situsamc Real Estate Valuation Services, LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 48 to 2. No longer lists an office in Roseville, CA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 26, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Pension consulting services
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1990 (36 years)
- Employees
- Total: 169. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | Not reported | 169 | March 26, 2026 |
| October 2025 | Not reported | 182 | March 4, 2025 |
| October 2024 | Not reported | 198 | March 18, 2024 |
| October 2023 | Not reported | 188 | March 22, 2023 |
| October 2022 | Not reported | 154 | March 29, 2022 |
| October 2021 | Not reported | 145 | March 30, 2021 |
Total employees: 145 in October 2021 and 169 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 48 to 2.
- No longer lists an office in Roseville, CA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Situsamc Real Estate Valuation Services, LLC (CRD 106747): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/situsamc-real-estate-valuation-services-llc-west-des-moines-ia-106747