Valley View Consulting Llc
- Regulatory AUM
- $16.4B
- Discretionary
- $0
- Clients
- 76
- Avg AUM / client
- $216M
- Accounts
- 76
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Apr 06, 2026
Asset allocation (SMA assets by investment type)
as of Apr 06, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| State or municipal government entities | 76 | $16.4B | 100.0% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard George Long | Manager | Oct 1998 (28y) | 75% or more | |
| Benjamin Franklin Day | Registered representative | Oct 2012 (14y) | ||
| Emily Anderson Upshaw | Registered representative | May 2016 (10y) | ||
| Timothy Dean Pinon | Registered representative | Nov 2020 (6y) | ||
| Jamie Dawn Hobbs | Registered representative | Apr 2022 (4y) | ||
| Orlando Abelardo Saenz | Registered representative | Dec 2023 (3y) | ||
| Adam Ryan Ringgenberg | Registered representative | Jun 2024 (2y) | ||
| Oscar Gomez | Registered representative | Jun 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/06/2026 | 958 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 06, 2026.
View current Form ADV (SEC/IAPD) ↗