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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 1b 10b

VALLEY FORGE INVESTMENT CONSULTANTS, INC.

CRD 123898

AUDUBON, PA

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Search this name across graphsid dfx:ria:8e63c788-e04c-4169-7d56-c8ce53e023a2

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 6
On other graphs: 1
Observed: Mar 22, 2016 to Mar 30, 2026
23 observations

Across DFX

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

Allocatorsidentity

Valley Forge Investment Consultants, Inc.

Investment consultant · shared crd

Facts

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

Firm class: mixed wealth managerderivedprivate_client_share=0.28 fund_share=0.0 institutional_share=0.72 related_bd=false related_bank=false bd_reps=6.0
Regulatory AUM: $3.5BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $852M
Private client RAUM: $966MderivedItem 5.D individuals plus high net worth individuals
Private client share: 28%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 12
RAUM per advisor: $291Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 16
Advisory employees: 11
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,034
Individual clients: 82
High net worth clients: 158
Custody, client assets: $425M
SEC number: 801-107519
CIK: 920655
CRD: 123898
Filings on the tape: 23
First filed: Mar 22, 2016
Latest filed: Mar 30, 2026
Organised: Corporation, PA

Advisors on IAPD

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

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL JOSEPH MAHER	n/a	AUDUBON, PA	32	35	n/a	yes
BRETT DAVID KELLER	n/a	AUDUBON, PA	32	24	n/a	yes
EDWARD JOHN MCNICHOLAS	n/a	AUDUBON, PA	24	34	n/a	yes
STEPHEN THOMAS MUMFORD	Certified Financial Planner	AUDUBON, PA	19	19	1	yes
Rachel Elizabeth Kalivas	Certified Financial Planner	AUDUBON, PA	9	11	1	yes
Nicole Kelly	n/a	AUDUBON, PA	8	24	n/a	yes
Connor Joseph Kenny	Chartered Financial Analyst	AUDUBON, PA	8	13	n/a	no
Steven Michael Baymor	n/a	AUDUBON, PA	3	12	n/a	no
William Tyler Kingsbury	n/a	AUDUBON, PA	2	11	n/a	yes
Peyton Michael Vostenak	n/a	AUDUBON, PA	0	12	1	no
Cameron Miller	n/a	AUDUBON, PA	0	10	n/a	no
MASON TYLER MALOZZI	Certified Financial Planner	AUDUBON, PA	0	12	n/a	yes

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
LANNON, PATRICK, MICHAEL	CHIEF COMPLIANCE OFFICER	Na	yes	03/2023	Mar 30, 2026	Mar 30, 2026
LAPHEN, PATRICK, RAYMOND	President	Na	yes	11/2024	Mar 30, 2026	Mar 30, 2026
MAHER, SEAN	VICE CHAIRMAN	D	yes	12/2018	Mar 30, 2026	Mar 30, 2026
MALLICK, MICHAEL, GREGORY	Secretary	Na	yes	12/2018	Mar 30, 2026	Mar 30, 2026
MUMFORD, STEPHEN, THOMAS	MANAGING DIRECTOR	Na	yes	01/2026	Mar 30, 2026	Mar 30, 2026
MAHER, MICHAEL, JOSEPH	CHAIRMAN/CEO	D	yes	01/1989	Mar 22, 2016	Jul 1, 2024
HANNA, TRINA, BIANCA MENTA	Treasurer	Na	no	12/2018	Mar 30, 2026	Mar 30, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
VALLEY FORGE FINANCIAL GROUP, INC.	n/a	n/a	n/a	N	yes	n/a
VALLEY FORGE PENSION MANAGEMENT, INC.	n/a	n/a	n/a	N	yes	n/a
VFF IV LLC	n/a	n/a	n/a	N	yes	n/a
VFF IX, LLC	n/a	n/a	n/a	N	yes	n/a
VFF VIII, LLC	n/a	n/a	n/a	N	yes	n/a
VFF X, LLC	n/a	n/a	n/a	N	yes	n/a
VFF XI, LLC	n/a	n/a	n/a	N	yes	n/a
VFF XII, LLC	n/a	n/a	n/a	N	yes	n/a
VFF XIII, LLC	n/a	n/a	n/a	N	yes	n/a
VFF XIV, LLC	n/a	n/a	n/a	N	yes	n/a
VFPE ADVISORS LLC	n/a	n/a	n/a	N	yes	n/a
VFRE II, LLC	n/a	n/a	n/a	N	yes	n/a
VFRE III LLC	n/a	n/a	n/a	N	yes	n/a
VFRE IV, LLC	n/a	n/a	n/a	N	yes	n/a
VFRE, LLC	n/a	n/a	n/a	N	yes	n/a

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
2025	Mar 30, 2026	$3.5B	$852M	16	11	0	n/a	n/a
2024	Mar 25, 2025	$2.8B	$720M	14	10	0	n/a	n/a
2023	Mar 27, 2024	$2.5B	$637M	15	10	1	n/a	n/a
2022	Mar 29, 2023	$2.2B	$565M	15	10	1	n/a	n/a
2021	Mar 22, 2022	$2.6B	$581M	14	10	1	n/a	n/a
2020	Mar 25, 2021	$2.1B	$325M	14	10	1	n/a	n/a
2019	Mar 28, 2020	$1.6B	$140M	14	10	1	n/a	n/a
2018	Mar 25, 2019	$1.3B	$0	14	10	2	n/a	n/a
2017	Mar 29, 2018	$1.2B	$0	13	9	2	n/a	n/a
2016	Mar 24, 2017	$900M	$0	15	9	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
1	0	1	0.0%	0	0	0	1	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
2025	$3.5B	$2.8B	23.0%	$2.2B	16.1%	16	14	0	0

Relationships

Affiliated with (1)

← VFPE ADVISORS LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (13)

← MASON TYLER MALOZZIAdvisorregistration: current employment
Aug 21, 2026 to presentfactForm ADV
← Cameron MillerAdvisorregistration: current employment
Jul 1, 2026 to presentfactForm ADV
← Peyton Michael VostenakAdvisorregistration: current employment
Apr 12, 2026 to presentfactForm ADV
← William Tyler KingsburyAdvisorregistration: current employment
Sep 5, 2024 to presentfactForm ADV
← Steven Michael BaymorAdvisorregistration: current employment
Apr 28, 2023 to presentfactForm ADV
← Connor Joseph KennyAdvisorregistration: current employment
Apr 9, 2018 to presentfactForm ADV
← Nicole KellyAdvisorregistration: current employment
Mar 28, 2018 to presentfactForm ADV
← Rachel Elizabeth KalivasAdvisorregistration: current employment
Feb 7, 2017 to presentfactForm ADV
← STEPHEN THOMAS MUMFORDAdvisorregistration: current employment
Feb 7, 2007 to presentfactForm ADV
← EDWARD JOHN MCNICHOLASAdvisorregistration: current employment
Mar 22, 2002 to presentfactForm ADV
← MICHAEL JOSEPH MAHERAdvisorregistration: current employment
May 23, 1994 to presentfactForm ADV
← BRETT DAVID KELLERAdvisorregistration: current employment
May 23, 1994 to presentfactForm ADV
← Dilan Austin KlugeAdvisorregistration: previous registration
May 9, 2017 to Jan 2, 2018factForm ADV

Controls (5)

← MAHER, MICHAEL, JOSEPHOwnerCHAIRMAN/CEO, ownership code D, individual
Mar 22, 2016 to Jul 1, 2024factForm ADV
← MAHER, SEANOwnerVICE CHAIRMAN, ownership code D, individual
Dec 21, 2018 to Jul 1, 2024factForm ADV
← MUMFORD, STEPHEN, THOMASOwnerPRESIDENT, ownership code NA, individual
May 1, 2018 to Jul 1, 2024factForm ADV
← LANNON, PATRICK, MICHAELOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 29, 2023 to Jul 1, 2024factForm ADV
← MALLICK, MICHAEL, GREGORYOwnerSECRETARY, ownership code NA, individual
Dec 21, 2018 to Jul 1, 2024factForm ADV

Owns (1)

← HANNA, TRINA, BIANCA MENTAOwnerTREASURER, ownership code NA, individual
Mar 28, 2020 to Jul 1, 2024factForm ADV

Dated events

Occurred
Mar 29, 2023
Control person joined
Michael Patrick Lannon (Chief Compliance Officer) appeared on Schedule A of Valley Forge Investment Consultants, Inc.
Form ADVobserved 4 days ago
Occurred
Mar 25, 2021
Regulatory AUM changed
Valley Forge Investment Consultants, Inc. reported RAUM $2.1B, up 33% from $1.6B (2020-06-02 to 2021-03-25)
Form ADVobserved 4 days ago
$530M
Occurred
Mar 28, 2020
Regulatory AUM changed
Valley Forge Investment Consultants, Inc. reported RAUM $1.6B, up 28% from $1.3B (2020-01-15 to 2020-03-28)
Form ADVobserved 4 days ago
$350M
Occurred
Jan 15, 2020
Control person left
Marie Karen Beyer (Trustee) no longer on Schedule A of Valley Forge Investment Consultants, Inc. (listed 2019-12-05, absent 2020-01-15)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2018
Regulatory AUM changed
Valley Forge Investment Consultants, Inc. reported RAUM $1.2B, up 35% from $900.2M (2017-03-24 to 2018-03-29)
Form ADVobserved 4 days ago
$318M
Occurred
Mar 22, 2016
First Form ADV filing
Valley Forge Investment Consultants, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8e63c788-e04c-4169-7d56-c8ce53e023a2
First observed: Mar 22, 2016
Last observed: Mar 30, 2026 5 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.

VALLEY FORGE INVESTMENT CONSULTANTS, INC.

CRD 123898

AUDUBON, PA

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:8e63c788-e04c-4169-7d56-c8ce53e023a2

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:08 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL JOSEPH MAHER

n/a

AUDUBON, PA

n/a

yes

BRETT DAVID KELLER

n/a

AUDUBON, PA

n/a

yes

EDWARD JOHN MCNICHOLAS

n/a

AUDUBON, PA

n/a

yes

STEPHEN THOMAS MUMFORD

Certified Financial Planner

AUDUBON, PA

yes

Rachel Elizabeth Kalivas

Certified Financial Planner

AUDUBON, PA

yes

Nicole Kelly

n/a

AUDUBON, PA

n/a

yes

Connor Joseph Kenny

Chartered Financial Analyst

AUDUBON, PA

n/a

Steven Michael Baymor

n/a

AUDUBON, PA

n/a

William Tyler Kingsbury

n/a

AUDUBON, PA

n/a

yes

Peyton Michael Vostenak

n/a

AUDUBON, PA

Cameron Miller

n/a

AUDUBON, PA

n/a

MASON TYLER MALOZZI

Certified Financial Planner

AUDUBON, PA

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LANNON, PATRICK, MICHAEL

CHIEF COMPLIANCE OFFICER

yes

03/2023

Mar 30, 2026

LAPHEN, PATRICK, RAYMOND

President

yes

11/2024

Mar 30, 2026

MAHER, SEAN

VICE CHAIRMAN

yes

12/2018

Mar 30, 2026

MALLICK, MICHAEL, GREGORY

Secretary

yes

12/2018

Mar 30, 2026

MUMFORD, STEPHEN, THOMAS

MANAGING DIRECTOR

yes

01/2026

Mar 30, 2026

MAHER, MICHAEL, JOSEPH

CHAIRMAN/CEO

yes

01/1989

Mar 22, 2016

Jul 1, 2024

HANNA, TRINA, BIANCA MENTA

Treasurer

12/2018

Mar 30, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

VALLEY FORGE FINANCIAL GROUP, INC.

n/a

yes

n/a

VALLEY FORGE PENSION MANAGEMENT, INC.

n/a

yes

n/a

VFF IV LLC

n/a

yes

n/a

VFF IX, LLC

n/a

yes

n/a

VFF VIII, LLC

n/a

yes

n/a

VFF X, LLC

n/a

yes

n/a

VFF XI, LLC

n/a

yes

n/a

VFF XII, LLC

n/a

yes

n/a

VFF XIII, LLC

n/a

yes

n/a

VFF XIV, LLC

n/a

yes

n/a

VFPE ADVISORS LLC

n/a

yes

n/a

VFRE II, LLC

n/a

yes

n/a

VFRE III LLC

n/a

yes

n/a

VFRE IV, LLC

n/a

yes

n/a

VFRE, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$3.5B

$852M

n/a

2024

Mar 25, 2025

$2.8B

$720M

n/a

2023

Mar 27, 2024

$2.5B

$637M

n/a

2022

Mar 29, 2023

$2.2B

$565M

n/a

2021

Mar 22, 2022

$2.6B

$581M

n/a

2020

Mar 25, 2021

$2.1B

$325M

n/a

2019

Mar 28, 2020

$1.6B

$140M

n/a

2018

Mar 25, 2019

$1.3B

n/a

2017

Mar 29, 2018

$1.2B

n/a

2016

Mar 24, 2017

$900M

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

2025

$3.5B

$2.8B

23.0%

$2.2B

16.1%