# Valentine Investments, LLC

> Valentine Investments, LLC is a state-registered investment advisory firm in Dallas, TX, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 153898
- Filed as: VALENTINE INVESTMENTS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/153898
- AdvisorCensus page: https://advisorcensus.com/firm/valentine-investments-llc-dallas-tx-153898

## Quick answers

**How is Valentine Investments, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Valentine Investments, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Valentine Investments, LLC located?**
Valentine Investments, LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is Valentine Investments, LLC registered with the SEC or a state?**
Valentine Investments, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 153898.

**How much does Valentine Investments, LLC manage?**
Valentine Investments, LLC reports $30,907,750 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (80% discretionary).

**What types of clients does Valentine Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35); high net worth individuals (20).

**Does Valentine Investments, LLC 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/153898

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $30,907,750
- Discretionary: $24,626,168
- Non-discretionary: $6,281,582

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $5,084,094 |
| High net worth individuals | 20 | $25,823,656 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Valentine Investments, LLC (CRD 153898): Form ADV filing data as of October 2026.