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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

VALUED INVESTMENT PARTNERS, LLC

CRD 138660

GREENWOOD VILLAGE, CO

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:9eb721d5-d475-2e8a-ba79-d398f3dcc7bd

Data as of Mar 20, 2015 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 29, 2012 to Mar 20, 2015
5 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $205MItem 5.F on the latest filing (2015-03-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $205M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 3
Accounts: 231
SEC number: 801-65887
CRD: 138660
Filings on the tape: 5
First filed: Mar 29, 2012
Latest filed: Mar 20, 2015
Organised: Limited Liability Company, Colorado

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
CAMPBELL, ROBERT, LOGAN	Principal	D	yes	12/2005	Mar 29, 2012	Mar 20, 2015
NORRIS, MICHAEL, JOHN	PRINCIPAL/CHIEF COMPLIANCE OFFICER	D	yes	12/2005	Mar 29, 2012	Mar 20, 2015

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
2014	Mar 20, 2015	$205M	$205M	3	3	n/a	n/a	n/a
2013	Mar 21, 2014	$195M	$195M	3	3	n/a	n/a	n/a
2012	Mar 27, 2013	$172M	$170M	3	3	n/a	n/a	n/a
2011	Mar 29, 2012	$145M	$143M	n/a	n/a	n/a	n/a	n/a

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
2014	$205M	$195M	5.1%	$145M	12.3%	3	3	n/a	n/a

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
CARNICK & KUBIK, LLC	2	Jul 10, 2015	Nov 24, 2015	GREENWOOD VILLAGE, CO	Team lift out	Other	100.0%

Relationships

Controls (2)

← CAMPBELL, ROBERT, LOGANOwnerPRINCIPAL, ownership code D, individual
Mar 29, 2012 to presentfactForm ADV
← NORRIS, MICHAEL, JOHNOwnerPRINCIPAL/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 29, 2012 to presentfactForm ADV

Moved with (1)

→ CARNICK & KUBIK, LLCRegistered adviser2 advisors, team lift out, same day
Jul 10, 2015 to Nov 24, 2015factForm ADV

Registered with (2)

← ROBERT LOGAN CAMPBELLAdvisorregistration: previous registration
Feb 14, 2006 to Jul 10, 2015factForm ADV
← KENNETH P TILLMANAdvisorregistration: previous registration
Aug 7, 2013 to Jul 10, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9eb721d5-d475-2e8a-ba79-d398f3dcc7bd
First observed: Mar 29, 2012
Last observed: Mar 20, 2015 140 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.

VALUED INVESTMENT PARTNERS, LLC

CRD 138660

GREENWOOD VILLAGE, CO

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:9eb721d5-d475-2e8a-ba79-d398f3dcc7bd

Data as of Mar 20, 2015 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:46 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CAMPBELL, ROBERT, LOGAN

Principal

yes

12/2005

Mar 29, 2012

Mar 20, 2015

NORRIS, MICHAEL, JOHN

PRINCIPAL/CHIEF COMPLIANCE OFFICER

yes

12/2005

Mar 29, 2012

Mar 20, 2015

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2014

Mar 20, 2015

$205M

n/a

2013

Mar 21, 2014

$195M

n/a

2012

Mar 27, 2013

$172M

$170M

n/a

2011

Mar 29, 2012

$145M

$143M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2014

$205M

$195M

5.1%

$145M

12.3%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CARNICK & KUBIK, LLC

Jul 10, 2015

Nov 24, 2015

GREENWOOD VILLAGE, CO

Team lift out

Other

100.0%