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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

CRD 312989

FLINT, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4c90e0f9-1db6-2aa2-1cba-2a06b9ba13ce

Data as of Mar 28, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 22
On other graphs: 1
Observed: Mar 26, 2021 to Mar 28, 2025
18 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Oliver Lagore Vanvalin Investment Group, Inc.

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $607MItem 5.F on the latest filing (2025-03-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $607M
Private client RAUM: $588MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 30
Advisory employees: 14
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 4,606
Individual clients: 2,102
High net worth clients: 44
Custody, client assets: $21.0M
SEC number: 801-120957
CRD: 312989
Filings on the tape: 18
First filed: Mar 26, 2021
Latest filed: Mar 28, 2025
Organised: Corporation, MI

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LAGORE, JOEL, PHILIP	CHIEF LEGAL OFFICER	C	yes	02/2021	Mar 26, 2021	Jul 3, 2024
TENNERIELLO, TIMOTHY, FISKE	CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICE	C	yes	06/2024	Jun 28, 2024	Jul 3, 2024
VANVALIN, JESSE, MICHAEL	CHIEF INVESTMENT OFFICER	C	yes	02/2021	Mar 26, 2021	Jul 3, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Livonia	Mi	United States	4	no
Frisco	TX	United States	3	no
Rochester	Mi	United States	1	no
Saginaw	Mi	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 28, 2025	$607M	$607M	30	14	4	n/a	n/a
2023	Mar 8, 2024	$454M	$454M	30	14	4	n/a	n/a
2022	Mar 8, 2023	$305M	$305M	23	10	2	n/a	n/a
2021	Feb 9, 2022	$339M	$339M	20	9	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	10	-10	n/a	0	0	0	1	14

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$607M	$454M	33.6%	$339M	21.4%	30	30	4	4

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Procyon	6	Dec 8, 2025	Dec 10, 2025	FLINT, MI	Firm absorbed	RIA to RIA	75.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Spc	5	Apr 29, 2021	May 28, 2021	ANN ARBOR, MI	Team lift out	Ibd to new firm	0.9%

Relationships

Moved with (2)

→ PROCYONRegistered adviser7 advisors, firm absorbed, same day
Dec 8, 2025 to Dec 11, 2025factForm ADV
← SPCRegistered adviser5 advisors, team lift out
Apr 29, 2021 to May 28, 2021factForm ADV

Registered with (14)

← GERALD TIMOTHY ST. CINAdvisorregistration: previous registration
Dec 15, 2021 to Dec 8, 2025factForm ADV
← WILLIAM ROBERT JONESAdvisorregistration: previous registration
Oct 2, 2023 to Dec 8, 2025factForm ADV
← JOEL PHILIP LAGOREAdvisorregistration: previous registration
Apr 28, 2021 to Dec 8, 2025factForm ADV
← Daniel Evan LaGoreAdvisorregistration: previous registration
Jul 12, 2021 to Dec 8, 2025factForm ADV
← JESSE MICHAEL VANVALINAdvisorregistration: previous registration
Apr 28, 2021 to Dec 8, 2025factForm ADV
← Jacob RothenbergAdvisorregistration: previous registration
Apr 23, 2024 to Dec 8, 2025factForm ADV
← Spencer John CompsAdvisorregistration: previous registration
Sep 6, 2022 to Dec 8, 2025factForm ADV
← TIMOTHY FISKE TENNERIELLOAdvisorregistration: previous registration
Jun 14, 2024 to Dec 8, 2025factForm ADV
← SCOTT RICHARD CARTYAdvisorregistration: previous registration
Apr 28, 2021 to Dec 1, 2025factForm ADV
← Keaton BurkeAdvisorregistration: previous registration
May 10, 2023 to Nov 14, 2025factForm ADV
← BENJAMIN DEAN OLIVERAdvisorregistration: previous registration
Apr 28, 2021 to Jun 30, 2025factForm ADV
← Zachary WilcoxAdvisorregistration: previous registration
May 24, 2024 to Jun 4, 2025factForm ADV
← JUDY ILENE GOLDISAdvisorregistration: previous registration
May 28, 2021 to Aug 12, 2024factForm ADV
← MARC JANCAAdvisorregistration: previous registration
Aug 3, 2021 to May 29, 2024factForm ADV

Controls (3)

← LAGORE, JOEL, PHILIPOwnerCHIEF LEGAL OFFICER, ownership code C, individual
Mar 26, 2021 to Jul 3, 2024factForm ADV
← VANVALIN, JESSE, MICHAELOwnerCHIEF INVESTMENT OFFICER, ownership code C, individual
Mar 26, 2021 to Jul 3, 2024factForm ADV
← TENNERIELLO, TIMOTHY, FISKEOwnerCHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICE, ownership code C, individual
Jun 28, 2024 to Jul 3, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 8, 2025
Firm absorbed
Oliver Lagore Vanvalin Investment Group, Inc.'s advisors moved to Procyon (Flint, MI): 7 of 8 registered, on the same day
Form ADVobserved 5 days ago
7 advisors
Occurred
Dec 8, 2025
Advisor changed firm
William Robert Jones left Oliver Lagore Vanvalin Investment Group, Inc. for Procyon (registered 2025-12-10)
Form ADVobserved 5 days ago
Occurred
Dec 8, 2025
Advisor changed firm
Jacob Rothenberg left Oliver Lagore Vanvalin Investment Group, Inc. for Procyon (registered 2025-12-11)
Form ADVobserved 5 days ago
Occurred
Dec 8, 2025
Advisor changed firm
Timothy Fiske Tenneriello left Oliver Lagore Vanvalin Investment Group, Inc. for Procyon (registered 2025-12-08)
Form ADVobserved 5 days ago
Occurred
Dec 8, 2025
Advisor changed firm
Spencer John Comps left Oliver Lagore Vanvalin Investment Group, Inc. for Procyon (registered 2025-12-08)
Form ADVobserved 5 days ago
Occurred
Dec 8, 2025
Advisor changed firm
Gerald Timothy St. Cin left Oliver Lagore Vanvalin Investment Group, Inc. for Procyon (registered 2025-12-08)
Form ADVobserved 5 days ago
Occurred
Dec 8, 2025
Advisor changed firm
Jesse Michael Vanvalin left Oliver Lagore Vanvalin Investment Group, Inc. for Procyon (registered 2025-12-08)
Form ADVobserved 5 days ago
Occurred
Dec 8, 2025
Advisor changed firm
Daniel Evan Lagore left Oliver Lagore Vanvalin Investment Group, Inc. for Procyon (registered 2025-12-08)
Form ADVobserved 5 days ago
Occurred
Dec 8, 2025
Advisor changed firm
Joel Philip Lagore left Oliver Lagore Vanvalin Investment Group, Inc. for Procyon (registered 2025-12-08)
Form ADVobserved 5 days ago
Occurred
Dec 1, 2025
Advisor changed firm
Scott Richard Carty left Oliver Lagore Vanvalin Investment Group, Inc. for Ae Wealth Management, Llc (registered 2025-12-01)
Form ADVobserved 5 days ago
Occurred
Nov 14, 2025
Advisor changed firm
Keaton Burke left Oliver Lagore Vanvalin Investment Group, Inc. for Eversource Wealth Advisors, Llc (registered 2025-11-13)
Form ADVobserved 5 days ago
Occurred
Jun 30, 2025
Advisor changed firm
Benjamin Dean Oliver left Oliver Lagore Vanvalin Investment Group, Inc. for Acorn Wealth Advisors, Llc (registered 2025-06-30)
Form ADVobserved 5 days ago
Occurred
Jun 4, 2025
Advisor changed firm
Zachary Wilcox left Oliver Lagore Vanvalin Investment Group, Inc. for Mainstay Capital Management, Llc (registered 2026-04-07)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2025
Regulatory AUM changed
Oliver Lagore Vanvalin Investment Group, Inc. reported RAUM $607.1M, up 34% from $454.3M (2024-07-03 to 2025-03-28)
Form ADVobserved 5 days ago
$153M
Occurred
Aug 12, 2024
Advisor changed firm
Judy Ilene Goldis left Oliver Lagore Vanvalin Investment Group, Inc. for Vima, Llc (registered 2024-09-09)
Form ADVobserved 5 days ago
Occurred
Jun 28, 2024
Control person left
Kim Sonya Lagore (Chief Compliance Officer, Chief Executive Officer) no longer on Schedule A of Oliver Lagore Vanvalin Investment Group, Inc. (listed 2024-03-08, absent 2024-06-28)
Form ADVobserved 5 days ago
Occurred
Jun 28, 2024
Control person left
Ann Elizabeth Vanvalin (Chief Operations Officer) no longer on Schedule A of Oliver Lagore Vanvalin Investment Group, Inc. (listed 2024-03-08, absent 2024-06-28)
Form ADVobserved 5 days ago
Occurred
Jun 28, 2024
Control person joined
Timothy Tenneriello (Chief Compliance Officer, Chief Executive Office) appeared on Schedule A of Oliver Lagore Vanvalin Investment Group, Inc.
Form ADVobserved 5 days ago
Occurred
May 29, 2024
Advisor changed firm
Marc Janca left Oliver Lagore Vanvalin Investment Group, Inc. for Kovack Advisors, Inc. (registered 2024-05-29)
Form ADVobserved 5 days ago
Occurred
Mar 8, 2024
Regulatory AUM changed
Oliver Lagore Vanvalin Investment Group, Inc. reported RAUM $454.3M, up 49% from $304.9M (2023-10-11 to 2024-03-08)
Form ADVobserved 5 days ago
$149M
Occurred
Mar 26, 2021
First Form ADV filing
Olv Investment Group, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Jan 2, 2026
Oliver Lagore Vanvalin Investment Group, Inc. no longer on the SEC adviser roster (last listed 2025-12-20, RAUM $607.1M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4c90e0f9-1db6-2aa2-1cba-2a06b9ba13ce
First observed: Mar 26, 2021
Last observed: Mar 28, 2025 18 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

CRD 312989

FLINT, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4c90e0f9-1db6-2aa2-1cba-2a06b9ba13ce

Data as of Mar 28, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:44 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LAGORE, JOEL, PHILIP

CHIEF LEGAL OFFICER

yes

02/2021

Mar 26, 2021

Jul 3, 2024

TENNERIELLO, TIMOTHY, FISKE

CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICE

yes

06/2024

Jun 28, 2024

Jul 3, 2024

VANVALIN, JESSE, MICHAEL

CHIEF INVESTMENT OFFICER

yes

02/2021

Mar 26, 2021

Jul 3, 2024

City

State

Country

Employees

Also broker-dealer

Livonia

United States

Frisco

United States

Rochester

United States

Saginaw

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 28, 2025

$607M

n/a

2023

Mar 8, 2024

$454M

n/a

2022

Mar 8, 2023

$305M

n/a

2021

Feb 9, 2022

$339M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-10

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$607M

$454M

33.6%

$339M

21.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Procyon

Dec 8, 2025

Dec 10, 2025

FLINT, MI

Firm absorbed

RIA to RIA

75.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Spc

Apr 29, 2021

May 28, 2021

ANN ARBOR, MI

Team lift out

Ibd to new firm

0.9%