# Sun Valley Advisors, Inc.

> Sun Valley Advisors, Inc. is a state-registered investment advisory firm in Ketchum, ID, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.

- CRD: 118914
- Filed as: SUN VALLEY ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Ketchum, ID
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/118914
- AdvisorCensus page: https://advisorcensus.com/firm/sun-valley-advisors-inc-ketchum-id-118914

## Quick answers

**How is Sun Valley Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Sun Valley Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Sun Valley Advisors, Inc. located?**
Sun Valley Advisors, Inc.'s principal office is in Ketchum, ID, according to its Form ADV.

**Is Sun Valley Advisors, Inc. registered with the SEC or a state?**
Sun Valley Advisors, Inc. is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 118914.

**How much does Sun Valley Advisors, Inc. manage?**
Sun Valley Advisors, Inc. reports $16,900,976 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (100% discretionary).

**What types of clients does Sun Valley Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (26).

**Does Sun Valley Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/118914

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $16,900,976
- Discretionary: $16,900,976
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $16,900,976 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, ID
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sunvalleyadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sun Valley Advisors, Inc. (CRD 118914): Form ADV filing data as of October 2026.