# Valuevest Capital

> Valuevest Capital is an exempt reporting adviser in Plano, TX, filing reports since 2026. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 328321
- Filed as: VALUEVEST CAPITAL
- Legal name: Valuevest Capital Management, LLC
- Reporting status: Exempt reporting adviser (status as filed: State ERA - ACTIVE)
- Location: Plano, TX
- Filing period: October 2026
- Form ADV filing dated: August 18, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328321
- AdvisorCensus page: https://advisorcensus.com/firm/valuevest-capital-plano-tx-328321

## Quick answers

**Where is Valuevest Capital located?**
Valuevest Capital's principal office is in Plano, TX, according to its Form ADV.

**How does Valuevest Capital report to regulators?**
Valuevest Capital is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers file a shorter Form ADV. Status as filed: State ERA - ACTIVE. CRD 328321.

**Does Valuevest Capital 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/328321

## From the Form ADV filing

### Firm details
- Reporting since: 2026 (0 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Valuevest Capital (CRD 328321): Form ADV filing data as of October 2026.