# Vfpe Advisors LLC

> Vfpe Advisors LLC is an SEC-registered investment advisory firm in Audubon, PA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 28, 2026.

- CRD: 299829
- Filed as: VFPE ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Audubon, PA
- Filing period: October 2026
- Form ADV filing dated: August 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299829
- AdvisorCensus page: https://advisorcensus.com/firm/vfpe-advisors-llc-audubon-pa-299829

## Quick answers

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

**What does Vfpe Advisors LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Vfpe Advisors LLC located?**
Vfpe Advisors LLC's principal office is in Audubon, PA, according to its Form ADV.

**Is Vfpe Advisors LLC registered with the SEC or a state?**
Vfpe Advisors LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 299829.

**How much does Vfpe Advisors LLC manage?**
Vfpe Advisors LLC reports $195,631,825 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (100% discretionary).

**How have Vfpe Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Vfpe Advisors LLC: Regulatory assets under management: $129,878,624 in the October 2021 data and $195,631,825 in the October 2026 data, up 51%. Total employees: 7 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Vfpe Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (13).

**Does Vfpe Advisors 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/299829

**What changed in Vfpe Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 7 to 6. Regulatory assets under management went from $176,591,403 to $195,631,825 (+11%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 1% of assets a year

> The General Partner or its affiliate (including VFPEA) of each real estate Fund typically is entitled to receive an asset management fee (the “Asset Management Fee”) of 1% annually, as more particularly described in relevant Offering Documents.

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

### Regulatory assets under management (Item 5.F)
- Total: $195,631,825
- Discretionary: $195,631,825
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| 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) | 13 | $195,631,825 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| 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 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vffg.com
- LinkedIn @valley-forge-financial-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $129,878,624 | 7 | June 25, 2021 |
| October 2022 | $157,754,408 | 7 | March 21, 2022 |
| October 2023 | $153,213,984 | 6 | July 6, 2023 |
| October 2024 | $173,931,472 | 7 | March 9, 2024 |
| October 2025 | $176,591,403 | 7 | July 1, 2025 |
| October 2026 | $195,631,825 | 6 | August 28, 2026 |

Regulatory assets under management: $129,878,624 in the October 2021 data and $195,631,825 in the October 2026 data, up 51%.
Total employees: 7 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 7 to 6.
- Regulatory assets under management went from $176,591,403 to $195,631,825 (+11%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vfpe Advisors LLC (CRD 299829): Form ADV filing data as of October 2026.