Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$287,305,351
Total clients
188
24% high-net worth
Total advisors
6
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
31
Average account size
$1,528,220
Valtrion Capital Management serves individuals (including high‑net‑worth clients), trusts, estates, and business entities, and also provides retirement plan consulting to plan sponsors. The firm offers financial planning across five packaged plans (Solo, Family, Retirement, Executive, Entrepreneur Elite), discretionary portfolio management through its Total Access (ETF‑only) and Total Wealth (ETFs, individual stocks and bonds) services, and portfolio review and third‑party asset management for other advisers.
VCM manages client portfolios on a discretionary basis and tailors asset allocation to clients’ risk tolerances and time horizons, using strategic, tactical and core‑satellite approaches as appropriate. The firm emphasizes ETF‑based solutions for smaller accounts, permits more customized equity and fixed‑income exposure for larger accounts, and provides specialty planning such as equity‑compensation guidance (RSUs, ISOs, ESPPs and Rule 10b5‑1 guidance) and business‑integrated financial planning for entrepreneurs.
What is distinctive about VCM relative to many team firms is its network of affiliated businesses and related‑party arrangements: the brochure discloses an insurance affiliate (Valtrion Insurance Solutions), a tax and consulting affiliate (Valtrion Tax & Consulting), a lending/ mortgage affiliate (Valtrion Lending, via a partnership with Alameda Mortgage), and links to Rob Luna Enterprises and Valtrion, LLC (an ownership interest some clients may invest in). The firm also acts as a third‑party money manager for other advisers; these relationships and potential conflicts are disclosed in the brochure and the firm describes steps it takes to address them while serving clients.
Financial planning and consulting services fees are flat annual fees depending on plan type: Solo Plan $995, Family Plan $1,995, Retirement Plan $4,495, Executive Plan $4,995, Entrepreneur Elite Plan $9,995
Certain supervised persons offer insurance products under separate commission arrangements
Account minimum: $10,000 for Total Access Asset Management; $250,000 for Total Wealth Asset Management Minimum fee: $995 to $9,995 annual flat fees for financial planning and consulting services depending on plan type; $1,500 minimum annual fee for Retirement Plan Consulting Fee-only: Fixed annual fees for financial planning and consulting services ranging from $995 to $9,995 depending on plan; flat fees for Portfolio Review Service ($250 or $375); Retirement Plan Consulting fees up to $10,000 flat or up to 1.00% of plan assets
Valtrion Capital Management, LLC
701 Cool Springs Blvd, Suite 340
Franklin TN 37067, United States
Number of offices
7
Alaska · Arizona · Arkansas · California · Colorado · Florida · New Jersey · Tennessee · Texas
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Austin, TX
Valtrion Capital Management, LLC
CFP®, CFA®, ChFC®, Series 63, Series 66
Granada, CA
Valtrion Capital Management, LLC
ChFC®
Studio City, CA
Valtrion Capital Management, LLC
CFP®
Russellville, AR
Valtrion Capital Management, LLC
Series 66
Ontario, CA
Valtrion Capital Management, LLC
Series 65
Austin, TX
Valtrion Capital Management, LLC
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