# Value Financial Advisers, Inc.

> Value Financial Advisers, Inc. is an SEC-registered investment advisory firm in Orlando, FL, registered since 1990, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 14, 2024.

- CRD: 107321
- Filed as: VALUE FINANCIAL ADVISERS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Orlando, FL
- Filing period: October 2026
- Form ADV filing dated: May 14, 2024
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107321
- AdvisorCensus page: https://advisorcensus.com/firm/value-financial-advisers-inc-orlando-fl-107321

## Quick answers

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

**Where is Value Financial Advisers, Inc. located?**
Value Financial Advisers, Inc.'s principal office is in Orlando, FL, according to its Form ADV.

**Is Value Financial Advisers, Inc. registered with the SEC or a state?**
Value Financial Advisers, Inc. is an SEC-registered investment advisory firm, registered since 1990. Status as filed: Approved. CRD 107321.

**How much does Value Financial Advisers, Inc. manage?**
Value Financial Advisers, Inc. reports $105,269,801 in regulatory assets under management in its Form ADV filing dated May 14, 2024 (93% discretionary).

**How have Value Financial Advisers, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Value Financial Advisers, Inc.: Regulatory assets under management: $102,585,518 in the October 2021 data and $105,269,801 in the October 2026 data, up 3%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Value Financial Advisers, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (167); high net worth individuals (34).

**Does Value Financial Advisers, Inc. 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/107321

**What changed in Value Financial Advisers, Inc.'s recent Form ADV filings?**
In the January 2026 filing data: No longer registered or notice-filed in FL, LA, NE, TX.

## 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: $105,269,801
- Discretionary: $98,036,666
- Non-discretionary: $7,233,135

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 167 | $51,694,104 |
| High net worth individuals | 34 | $53,575,697 |

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

### Firm details
- Registered since: 1990 (35 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- valuefinancialadvisers.com
- Facebook @valuefin

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $102,585,518 | 5 | March 8, 2021 |
| October 2022 | $102,875,472 | 4 | August 18, 2022 |
| October 2023 | $99,859,883 | 4 | February 13, 2023 |
| October 2024 | $105,269,801 | 4 | May 14, 2024 |
| October 2025 | $105,269,801 | 4 | May 14, 2024 |
| October 2026 | $105,269,801 | 4 | May 14, 2024 |

Regulatory assets under management: $102,585,518 in the October 2021 data and $105,269,801 in the October 2026 data, up 3%.
Total employees: 5 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### January 2026
- No longer registered or notice-filed in FL, LA, NE, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Value Financial Advisers, Inc. (CRD 107321): Form ADV filing data as of October 2026.