Valley Financial Management, Inc.
$211M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$145M
$219M
2022
2025
Same-firm comparison: 2 firms that reported Valley Financial Management, Inc. in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2022 is shown but partial — only FY2022: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Ab2 Capital Partners Llc | $162M | $1.2B | 14.1% | 02/26/2026 |
| Futura Asset Advisors Llc | $49.1M | $115M | 42.7% | 03/23/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.