# Value Financial Services Corp.

> Value Financial Services Corp. is a state-registered investment advisory firm, registered since 2000, reporting under $25 million in regulatory assets under management in its Form ADV filing dated November 5, 2021.

- CRD: 128816
- Filed as: VALUE FINANCIAL SERVICES CORP.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: November 5, 2021
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/128816
- AdvisorCensus page: https://advisorcensus.com/firm/value-financial-services-corp-128816

## Quick answers

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

**Is Value Financial Services Corp. registered with the SEC or a state?**
Value Financial Services Corp. is a state-registered investment advisory firm, registered since 2000. Status as filed: APPROVED. CRD 128816.

**How much does Value Financial Services Corp. manage?**
Value Financial Services Corp. reports $9,188,243 in regulatory assets under management in its Form ADV filing dated November 5, 2021 (100% discretionary).

**What types of clients does Value Financial Services Corp. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21).

**Does Value Financial Services Corp. 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/128816

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $9,188,243
- Discretionary: $9,188,243
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $9,188,243 |

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

### Firm details
- Registered since: 2000 (26 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- 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. Value Financial Services Corp. (CRD 128816): Form ADV filing data as of October 2026.