AdvisorCensus / Financial advisors / Minnesota / Minneapolis / Standard Valuations, Inc.
Standard Valuations, Inc. is an SEC-registered investment advisory firm in White Bear Lake, MN, registered since 1996, with no regulatory assets under management reported in its Form ADV filing dated March 26, 2026.
Quick answers
From the filingHow is Standard Valuations, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Standard Valuations, Inc. reports these compensation arrangements: fixed fees (other than subscription fees).
Where is Standard Valuations, Inc. located?
Standard Valuations, Inc.'s principal office is in White Bear Lake, MN, according to its Form ADV.
Is Standard Valuations, Inc. registered with the SEC or a state?
Standard Valuations, Inc. is an SEC-registered investment advisory firm, registered since 1996. Status as filed: Approved. CRD 112413.
How have Standard Valuations, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Standard Valuations, Inc.: Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Standard Valuations, Inc. 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) (97); corporations or other businesses not listed above (2); state or municipal government entities (including government pension plans) (1).
Does Standard Valuations, Inc. 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/112413
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- 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
- 1996 (30 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- 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 | 3 | March 26, 2026 |
| October 2025 | Not reported | 3 | March 18, 2025 |
| October 2024 | Not reported | 3 | March 19, 2024 |
| October 2023 | Not reported | 3 | February 13, 2023 |
| October 2022 | Not reported | 3 | February 7, 2022 |
| October 2021 | Not reported | 2 | March 22, 2021 |
Total employees: 2 in October 2021 and 3 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 monthsNo changes to these filed facts in the last 12 months of filing data.
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. Standard Valuations, Inc. (CRD 112413): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/standard-valuations-inc-white-bear-lake-mn-112413