CRD: 318048
Valtrion Capital Management, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-11-2022
- Office Locations
- 3
Office Locations
About Valtrion Capital Management, LLC
Real Talk Capital (Valtrion Capital Management) advises entrepreneurs, senior corporate executives, and “work optional” investors, integrating business planning with personal wealth management. The team emphasizes cash-flow and tax planning, exit/enterprise-value preparation, executive compensation guidance, and portfolio management for consistent income. Its proprietary S.A.F.E. strategy targets monthly lifetime distributions while supporting legacy goals.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Luis A Galdamez
Chief Compliance Officer, President
- CRD
- #4658261
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Levi James Brown
Financial Planner
- CRD
- #7075484
CARLOS JOSE CASTRO
Broker
- CRD
- #5340409
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $287,305,351 | $655,948 |
| Non-Discretionary | $0 | -- |
| Total | $287,305,351 | $655,948 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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