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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

VALUE FINANCIAL ADVISERS, INC.

CRD 107321

ORLANDO, FL

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:677efe91-480a-1608-ae53-8b82df171d93

Data as of May 14, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Mar 30, 2012 to May 14, 2024
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $105MItem 5.F on the latest filing (2024-05-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $98.0M
Private client RAUM: $105MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $35.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 203
Individual clients: 167
High net worth clients: 34
Custody, client assets: $10.8M
SEC number: 801-37987
CRD: 107321
Filings on the tape: 24
First filed: Mar 30, 2012
Latest filed: May 14, 2024
Organised: Corporation, Colorado
Website: valuefinancialadvisers.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
WILLIAM CHARLES MASON	Chartered Financial Analyst	DENVER, CO	44	1	no
SCOTT TAYLOR	n/a	DENVER, CO	42	1	no
PHILLIP HAYDN CONNORS	n/a	ORLANDO, FL	18	2	no

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
CONNORS, PHILLIP, HAYDN	PRESIDENT, OWNER, CCO	E	yes	01/2023	Apr 1, 2024	May 14, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	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
2023	May 14, 2024	$105M	$98.0M	4	4	1	n/a	n/a
2022	Feb 13, 2023	$99.9M	$91.0M	4	4	1	n/a	n/a
2021	Mar 23, 2022	$103M	$94.7M	4	4	0	n/a	n/a
2020	Mar 8, 2021	$103M	$96.9M	5	4	0	n/a	n/a
2019	Mar 27, 2020	$103M	$94.4M	5	4	0	n/a	n/a
2018	Mar 29, 2019	$100M	$88.0M	5	4	0	n/a	n/a
2017	Mar 29, 2018	$110M	$94.0M	5	4	0	n/a	n/a
2016	Mar 27, 2017	$101M	$94.7M	5	4	n/a	n/a	n/a
2015	Mar 23, 2016	$99.9M	$93.6M	5	4	n/a	n/a	n/a
2014	Mar 27, 2015	$117M	$112M	5	4	n/a	n/a	n/a
2013	Mar 26, 2014	$128M	$124M	5	4	n/a	n/a	n/a
2012	Mar 27, 2013	$140M	$132M	5	4	n/a	n/a	n/a
2011	Mar 30, 2012	$120M	$115M	n/a	n/a	n/a	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	0	0	0.0%	0	0	0	0	0

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
2023	$105M	$99.9M	5.4%	$103M	0.9%	4	4	1	1

Relationships

Registered with (3)

← PHILLIP HAYDN CONNORSAdvisorregistration: previous registration
Sep 6, 2013 to Dec 31, 2025factForm ADV
← WILLIAM CHARLES MASONAdvisorregistration: previous registration
Jan 1, 1999 to Dec 31, 2025factForm ADV
← SCOTT TAYLORAdvisorregistration: previous registration
Jan 1, 1999 to Dec 31, 2025factForm ADV

Affiliated with (1)

← LEIGH BALDWIN & CO., LLCRegistered adviserother investment adviser
factForm ADV

Controls (1)

← CONNORS, PHILLIP, HAYDNOwnerPRESIDENT, OWNER, CCO, ownership code E, individual
Apr 1, 2024 to presentfactForm ADV

Dated events

Occurred
Apr 1, 2024
Control person left
Haydn William Connors (President, Director, Chief Compliance Officer) no longer on Schedule A of Value Financial Advisers, Inc. (listed 2023-02-13, absent 2024-04-01)
Form ADVobserved 5 days ago
Occurred
Apr 1, 2024
Control person joined
Haydn Phillip Connors (President, Owner, Cco) appeared on Schedule A of Value Financial Advisers, Inc.
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:677efe91-480a-1608-ae53-8b82df171d93
First observed: Mar 30, 2012
Last observed: May 14, 2024 28 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.

VALUE FINANCIAL ADVISERS, INC.

CRD 107321

ORLANDO, FL

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:677efe91-480a-1608-ae53-8b82df171d93

Data as of May 14, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:18 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WILLIAM CHARLES MASON

Chartered Financial Analyst

DENVER, CO

SCOTT TAYLOR

n/a

DENVER, CO

PHILLIP HAYDN CONNORS

n/a

ORLANDO, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CONNORS, PHILLIP, HAYDN

PRESIDENT, OWNER, CCO

yes

01/2023

Apr 1, 2024

May 14, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

May 14, 2024

$105M

$98.0M

n/a

2022

Feb 13, 2023

$99.9M

$91.0M

n/a

2021

Mar 23, 2022

$103M

$94.7M

n/a

2020

Mar 8, 2021

$103M

$96.9M

n/a

2019

Mar 27, 2020

$103M

$94.4M

n/a

2018

Mar 29, 2019

$100M

$88.0M

n/a

2017

Mar 29, 2018

$110M

$94.0M

n/a

2016

Mar 27, 2017

$101M

$94.7M

n/a

2015

Mar 23, 2016

$99.9M

$93.6M

n/a

2014

Mar 27, 2015

$117M

$112M

n/a

2013

Mar 26, 2014

$128M

$124M

n/a

2012

Mar 27, 2013

$140M

$132M

n/a

2011

Mar 30, 2012

$120M

$115M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$105M

$99.9M

5.4%

$103M

0.9%