# Sun Valley Advisory

> Sun Valley Advisory is a state-registered investment advisory firm in Scottsdale, AZ, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 5, 2026.

- CRD: 330092
- Filed as: SUN VALLEY ADVISORY
- Legal name: Sun Valley Advisory, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: August 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330092
- AdvisorCensus page: https://advisorcensus.com/firm/sun-valley-advisory-scottsdale-az-330092

## Quick answers

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

**Where is Sun Valley Advisory located?**
Sun Valley Advisory's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Sun Valley Advisory registered with the SEC or a state?**
Sun Valley Advisory is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330092.

**How much does Sun Valley Advisory manage?**
Sun Valley Advisory reports $79,517,644 in regulatory assets under management in its Form ADV filing dated August 5, 2026 (0% discretionary).

**What types of clients does Sun Valley Advisory serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (210); high net worth individuals (30).

**Does Sun Valley Advisory 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/330092

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $79,517,644
- Discretionary: $0
- Non-discretionary: $79,517,644

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 210 | $40,553,365 |
| High net worth individuals | 30 | $38,964,279 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sun Valley Advisory (CRD 330092): Form ADV filing data as of October 2026.