# Valle Financial Group

> Valle Financial Group is a state-registered investment advisory firm in Doral, FL, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 324947
- Filed as: VALLE FINANCIAL GROUP
- Legal name: Valle Financial Group Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Doral, FL
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324947
- AdvisorCensus page: https://advisorcensus.com/firm/valle-financial-group-doral-fl-324947

## Quick answers

**How is Valle Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Valle Financial Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Valle Financial Group located?**
Valle Financial Group's principal office is in Doral, FL, according to its Form ADV.

**Is Valle Financial Group registered with the SEC or a state?**
Valle Financial Group is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324947.

**How much does Valle Financial Group manage?**
Valle Financial Group reports $0 in regulatory assets under management in its Form ADV filing dated March 19, 2026.

**Does Valle Financial Group 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/324947

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $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
- Other

### Firm details
- Registered since: 2023 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Valle Financial Group (CRD 324947): Form ADV filing data as of October 2026.