# Value Monitoring, Inc

> Value Monitoring, Inc is a state-registered investment advisory firm in Menlo Park, CA, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 106056
- Filed as: VALUE MONITORING, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Menlo Park, CA
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/106056
- AdvisorCensus page: https://advisorcensus.com/firm/value-monitoring-inc-menlo-park-ca-106056

## Quick answers

**How is Value Monitoring, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Value Monitoring, Inc reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Value Monitoring, Inc located?**
Value Monitoring, Inc's principal office is in Menlo Park, CA, according to its Form ADV.

**Is Value Monitoring, Inc registered with the SEC or a state?**
Value Monitoring, Inc is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 106056.

**How much does Value Monitoring, Inc manage?**
Value Monitoring, Inc reports $62,887,136 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**How have Value Monitoring, Inc's assets and staff changed since 2021?**
In the Form ADV data for Value Monitoring, Inc: Regulatory assets under management: $93,795,798 in the October 2021 data and $62,887,136 in the October 2026 data, down 33%. Total employees: 8 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Value Monitoring, Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (28); individuals (other than high net worth individuals) (26); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Value Monitoring, Inc report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(1)(c) (regulator's civil action dismissed under a settlement). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/106056

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $62,887,136
- Discretionary: $62,887,136
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $4,674,120 |
| High net worth individuals | 28 | $38,165,508 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $18,031,200 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $2,002,503 |
| Charitable organizations | 1 | $13,805 |
| 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 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.H(1)(c): Has a domestic or foreign court ever dismissed, under a settlement agreement, an investment-related civil action brought against the firm or an advisory affiliate by a state or foreign financial regulator?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/106056

### Websites listed on Form ADV (Item 1.I)
- [valuemonitoring.com](https://valuemonitoring.com)
- Facebook @valuemonitoring
- Instagram @valuemonitoring
- LinkedIn @value-monitoring
- X @ValueMonitoring

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $93,795,798 | 8 | March 31, 2021 |
| October 2022 | $97,066,923 | 8 | March 30, 2022 |
| October 2026 | $62,887,136 | 2 | March 12, 2026 |

Regulatory assets under management: $93,795,798 in the October 2021 data and $62,887,136 in the October 2026 data, down 33%.
Total employees: 8 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Value Monitoring, Inc (CRD 106056): Form ADV filing data as of October 2026.