# Valley View Consulting LLC

> Valley View Consulting LLC is an SEC-registered investment advisory firm, registered since 1999, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 19, 2026.

- CRD: 108583
- Filed as: VALLEY VIEW CONSULTING LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: August 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108583
- AdvisorCensus page: https://advisorcensus.com/firm/valley-view-consulting-llc-108583

## Quick answers

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

**How much does Valley View Consulting LLC charge?**
Its Form ADV Part 2A brochure dated March 8, 2026 states: Asset-based fee: 0.01% to 0.1% a year (a range, as the brochure states it); Hourly rate: $100 to $750 an hour (investment supervisory fees); Flat fee: $250 to $25,000 (investment supervisory fees); Subscription: $150 to $500 a month (investment supervisory fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Valley View Consulting LLC registered with the SEC or a state?**
Valley View Consulting LLC is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 108583.

**How much does Valley View Consulting LLC manage?**
Valley View Consulting LLC reports $16,400,000,000 in regulatory assets under management in its Form ADV filing dated August 19, 2026 (0% discretionary).

**How have Valley View Consulting LLC's assets and staff changed since 2021?**
In the Form ADV data for Valley View Consulting LLC: Regulatory assets under management: $5,636,000,000 in the October 2021 data and $16,400,000,000 in the October 2026 data, up 191%. Total employees: 10 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Valley View Consulting LLC serve?**
By number of clients on Form ADV Item 5.D: state or municipal government entities (including government pension plans) (76).

**Does Valley View Consulting LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108583

**Does Valley View Consulting LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 8, 2026 says: "Valley View does not impose a minimum dollar value of assets for starting or maintaining a relationship."

**What changed in Valley View Consulting LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 7 to 8. Regulatory assets under management went from $15,700,000,000 to $17,800,000,000 (+13%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 8, 2026)

- Asset-based fee: 0.01% to 0.1% a year (a range, as the brochure states it)

> Fees structures generally range from 0.01% to 0.10 %, annually, based on the book valu e of assets under management; $100.00 to $750.00 per hour; $250 to $25,000 per project; $150.00 to $500.00 per month; or other fees as negotiated at the time of contract.

- Account minimum: None

> Valley View does not impose a minimum dollar value of assets for starting or maintaining a relationship.

- Hourly rate: $100 to $750 an hour (investment supervisory fees)

> Fees structures generally range from 0.01% to 0.10 %, annually, based on the book valu e of assets under management; $100.00 to $750.00 per hour;

- Flat fee: $250 to $25,000 (investment supervisory fees)

> $100.00 to $750.00 per hour; $250 to $25,000 per project; $150.00 to $500.00 per month; or other fees as

- Subscription: $150 to $500 a month (investment supervisory fees)

> $250 to $25,000 per project; $150.00 to $500.00 per month; or other fees as negotiated at the time of contract.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $16,400,000,000
- Discretionary: $0
- Non-discretionary: $16,400,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| State or municipal government entities (including government pension plans) | 76 | $16,400,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 1999 (27 years)
- Employees: 11 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, NC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Cedar Hill, TX

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $5,636,000,000 | 10 | March 4, 2021 |
| October 2022 | $8,384,700,000 | 10 | March 11, 2022 |
| October 2023 | $10,502,666,329 | 10 | May 26, 2023 |
| October 2024 | $14,130,000,000 | 10 | September 9, 2024 |
| October 2025 | $15,700,000,000 | 12 | March 22, 2025 |
| October 2026 | $16,400,000,000 | 11 | August 19, 2026 |

Regulatory assets under management: $5,636,000,000 in the October 2021 data and $16,400,000,000 in the October 2026 data, up 191%.
Total employees: 10 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 7 to 8.
- Regulatory assets under management went from $15,700,000,000 to $17,800,000,000 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Valley View Consulting LLC (CRD 108583): Form ADV filing data as of October 2026.