$30.9M Total AUM
$24.6M Disc. AUM
-- 3Y CAGR
2 Employees
55 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Merrill Lynch · Raymond James
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-18-2010
- Office Locations
- 1
Office Locations
5310 Harvest Hill Road Suite 227 Dallas TX
About Valentine Investments, LLC
Valentine Investments, LLC is an independent Dallas-based RIA providing fiduciary, fee-based portfolio management and financial planning. The firm emphasizes objective, open-architecture guidance—no in-house products, commissions, or product fees—and flexibility to consider alternative investment solutions. Portfolios are primarily built with ETFs alongside fixed income and cash.
Team overview
47 AVG AGE
$30.9M AVG AUM / ADVISOR
$562.0K AVG AUM / CLIENT
14.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
16yrs Firm Age
Insights
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
B
BRADFORD JEFFREY VALENTINE
Chief Compliance Officer, Managing Partner
- CRD
- #4280330
- Ownership
- Less than 5%
Available
Available
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J
JAMES RICHARD VALENTINE
Managing Partner
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,626,168 | $483,858 |
| Non-Discretionary | $6,281,582 | $138,564 |
| Total | $30,907,750 | $392,768 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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