# Value Investment Professionals, LLC

> Value Investment Professionals, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 164704
- Filed as: VALUE INVESTMENT PROFESSIONALS, LLC
- Also doing business as: VALUE INVESTMENT PROFESSIONALS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164704
- AdvisorCensus page: https://advisorcensus.com/firm/value-investment-professionals-llc-new-york-ny-164704

## Quick answers

**How is Value Investment Professionals, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Value Investment Professionals, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees.

**What does Value Investment Professionals, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 3, 2026 states: $1 to $1,000,000: 1.25% a year; $1,000,001 to $10,000,000: 1% a year; Above $10,000,001: 0.9% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Value Investment Professionals, LLC located?**
Value Investment Professionals, LLC's principal office is in New York, NY, according to its Form ADV.

**Is Value Investment Professionals, LLC registered with the SEC or a state?**
Value Investment Professionals, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 164704.

**How much does Value Investment Professionals, LLC manage?**
Value Investment Professionals, LLC reports $246,737,018 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**How have Value Investment Professionals, LLC's assets and staff changed since 2022?**
In the Form ADV data for Value Investment Professionals, LLC: Regulatory assets under management: $42,592,050 in the October 2022 data and $246,737,018 in the October 2026 data, up 479%. Total employees: 1 in October 2022 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 Investment Professionals, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (90); high net worth individuals (66); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does Value Investment Professionals, LLC use?**
Value Investment Professionals, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Value Investment Professionals, 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/164704

**Does Value Investment Professionals, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 3, 2026 says: "There is an account minimum, $250,000, which may be waived by the investment advisor, based on the needs of the client and the complexity of the situation."

**What changed in Value Investment Professionals, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $141,944,731 to $246,737,018 (+74%). Registered or notice-filed in FL, IL.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 3, 2026)

- $1 to $1,000,000: 1.25% a year
- $1,000,001 to $10,000,000: 1% a year
- Above $10,000,001: 0.9% a year

> $1 - $1,000,000 1.25% $1,000,001 - $10,000,000 1.00% Above $10,000,000 0.90%

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> There is an account minimum, $250,000, which may be waived by the investment advisor, based on the needs of the client and the complexity of the situation.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $246,737,018
- Discretionary: $246,737,018
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 90 | $25,848,467 |
| High net worth individuals | 66 | $218,547,447 |
| 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) | 2 | $2,341,104 |
| 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 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, IL, LA, NJ, NY, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- valueinvestmentprofessionals.com
- LinkedIn @andrew-hodges-cfa-23197b12

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $42,592,050 | 1 | September 6, 2022 |
| October 2023 | $41,368,704 | 2 | April 17, 2023 |
| October 2024 | $125,780,680 | 3 | February 12, 2024 |
| October 2025 | $141,944,731 | 4 | February 5, 2025 |
| October 2026 | $246,737,018 | 4 | March 3, 2026 |

Regulatory assets under management: $42,592,050 in the October 2022 data and $246,737,018 in the October 2026 data, up 479%.
Total employees: 1 in October 2022 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $141,944,731 to $246,737,018 (+74%).
- Registered or notice-filed in FL, IL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Value Investment Professionals, LLC (CRD 164704): Form ADV filing data as of October 2026.