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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

VALUE WEALTH MANAGEMENT LLC

THOMPSON CAPITAL MANAGEMENT, LLC, CRD 147115

WEST DES MOINES, IA

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:d23aee5c-6049-75c7-d3d2-1cc0248a7ded

Data as of Jun 10, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Apr 2, 2012 to Jun 10, 2020
12 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: $75.9MItem 5.F on the latest filing (2020-06-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $59.1M
Private client RAUM: $75.9MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 353
Individual clients: 41
High net worth clients: 29
SEC number: 801-69158
CRD: 147115
Filings on the tape: 12
First filed: Apr 2, 2012
Latest filed: Jun 10, 2020
Organised: Limited Liability Company, Iowa

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
THOMPSON, JAMES, WILLIAM	CHIEF COMPLIANCE OFFICER; ADVISOR; MANAGER	E	yes	04/2008	Apr 2, 2012	Jun 10, 2020

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
2019	Mar 13, 2020	$86.1M	$72.8M	4	2	0	n/a	n/a
2018	Mar 7, 2019	$90.6M	$72.4M	4	2	0	n/a	n/a
2017	Mar 20, 2018	$101M	$81.9M	4	2	0	n/a	n/a
2016	Mar 21, 2017	$106M	$70.2M	4	2	n/a	n/a	n/a
2015	Mar 14, 2016	$98.8M	$63.9M	4	2	n/a	n/a	n/a
2014	Mar 24, 2015	$101M	$63.6M	4	2	n/a	n/a	n/a
2013	Mar 27, 2014	$94.6M	$49.2M	3	1	n/a	n/a	n/a
2012	Mar 14, 2013	$98.8M	$39.6M	4	1	n/a	n/a	n/a
2011	Apr 2, 2012	$96.6M	$27.5M	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	2	-2	n/a	0	0	0	0	2

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
2019	$75.9M	$90.6M	-16.3%	$106M	-10.6%	4	4	0	0

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
Farther	2	Mar 31, 2026	Dec 8, 2025	WEST DES MOINES, IA	Team lift out	RIA to RIA	100.0%

Relationships

Controls (1)

← THOMPSON, JAMES, WILLIAMOwnerCHIEF COMPLIANCE OFFICER; ADVISOR; MANAGER, ownership code E, individual
Apr 2, 2012 to presentfactForm ADV

Registered with (2)

← JAMES WILLIAM THOMPSONAdvisorregistration: previous registration
Oct 14, 2013 to Mar 31, 2026factForm ADV
← JOHN MCQUEEN HAWLEYAdvisorregistration: previous registration
Apr 23, 2014 to Mar 31, 2026factForm ADV

Moved with (1)

→ FARTHERRegistered adviser2 advisors, team lift out, same day
Mar 31, 2026 to Dec 8, 2025factForm ADV

Dated events

Occurred
Mar 31, 2026
Team lift-out
2 advisors left Value Wealth Management LLC (West Des Moines, IA) for Farther on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Mar 31, 2026
Advisor changed firm
James William Thompson left Value Wealth Management Llc for Farther (registered 2025-12-08)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2026
Advisor changed firm
John Mcqueen Hawley left Value Wealth Management Llc for Farther (registered 2025-12-04)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d23aee5c-6049-75c7-d3d2-1cc0248a7ded
First observed: Apr 2, 2012
Last observed: Jun 10, 2020 76 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 WEALTH MANAGEMENT LLC

THOMPSON CAPITAL MANAGEMENT, LLC, CRD 147115

WEST DES MOINES, IA

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:d23aee5c-6049-75c7-d3d2-1cc0248a7ded

Data as of Jun 10, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:12 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

THOMPSON, JAMES, WILLIAM

CHIEF COMPLIANCE OFFICER; ADVISOR; MANAGER

yes

04/2008

Apr 2, 2012

Jun 10, 2020

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Mar 13, 2020

$86.1M

$72.8M

n/a

2018

Mar 7, 2019

$90.6M

$72.4M

n/a

2017

Mar 20, 2018

$101M

$81.9M

n/a

2016

Mar 21, 2017

$106M

$70.2M

n/a

2015

Mar 14, 2016

$98.8M

$63.9M

n/a

2014

Mar 24, 2015

$101M

$63.6M

n/a

2013

Mar 27, 2014

$94.6M

$49.2M

n/a

2012

Mar 14, 2013

$98.8M

$39.6M

n/a

2011

Apr 2, 2012

$96.6M

$27.5M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$75.9M

$90.6M

-16.3%

$106M

-10.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Farther

Mar 31, 2026

Dec 8, 2025

WEST DES MOINES, IA

Team lift out

RIA to RIA

100.0%