# Valhalla Advisors LLC

> Valhalla Advisors LLC is a state-registered investment advisory firm in Glendale, AZ, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 310811
- Filed as: VALHALLA ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Glendale, AZ
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310811
- AdvisorCensus page: https://advisorcensus.com/firm/valhalla-advisors-llc-glendale-az-310811

## Quick answers

**How is Valhalla Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Valhalla Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Valhalla Advisors LLC located?**
Valhalla Advisors LLC's principal office is in Glendale, AZ, according to its Form ADV.

**Is Valhalla Advisors LLC registered with the SEC or a state?**
Valhalla Advisors LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 310811.

**How much does Valhalla Advisors LLC manage?**
Valhalla Advisors LLC reports $22,881,851 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (82% discretionary).

**What types of clients does Valhalla Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (88); high net worth individuals (9).

**Does Valhalla Advisors LLC report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.G (pending regulatory proceeding) and 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/310811

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $22,881,851
- Discretionary: $18,812,976
- Non-discretionary: $4,068,875

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 88 | $14,145,762 |
| High net worth individuals | 9 | $8,736,089 |
| 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)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2020 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.G: Is the firm or an advisory affiliate now the subject of a regulatory proceeding that could result in a yes answer to any part of 11.C, 11.D, or 11.E?
- 11.H(2): Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/310811

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Valhalla Advisors LLC (CRD 310811): Form ADV filing data as of October 2026.