V

Valley Investors Corporation

Updated today

Client assets under management

$3,414,789

Clients

12

0% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

6

Very Low

Average account size

$284,566

About

Valley Investors Corporation is a small advisory firm with two advisors managing approximately $3.41 million in assets for 12 individual clients. The firm provides ongoing portfolio management and investment advisory services and discloses its fee method as percentage-of-AUM in its Form ADV Part 2A.

Its Form ADV Part 2A describes individualized portfolio management for individual clients and outlines the firm’s methods of analysis and account review procedures under Items 8 and 13. The brochure indicates the firm maintains standard advisory practices for supported firms rather than offering performance‑based fee arrangements or institutional investment programs.

What distinguishes Valley Investors from many peers is its client mix and scale: the firm reports no high‑net‑worth clients and operates with a relatively modest asset base and small client roster. That combination — a supported two-advisor firm serving exclusively non‑HNW individuals with limited AUM — is uncommon among firms in the same category.

Client services

Portfolio management

Fee options

Percentage

Main office location

Valley Investors Corporation

451 Mcclanahan St., Suite 300

Roanoke VA 24014, United States

Number of offices

1

Most active in

Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

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