DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Revalue LLC
Latest filing May 6, 2026
First filing on the tape May 1, 2025 · 5 filings
SEC status approved since Apr 15, 2025
RAUM
$129M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
73%
$93.9M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$32.1M
derived; firm RAUM over IAPD count
Employees
8
4 advisory (5.B.1)
Offices
8
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$129M as of May 6, 2026
May 1, 2025$104M then
HNW client RAUM$68.4M as of May 6, 2026
May 1, 2025$19.3M then
State-registered IARs (5.B.3)4 as of May 6, 2026
May 1, 20255 then
Employees (5.A)8 as of May 6, 2026
May 1, 20258 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of May 6, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $32.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 64derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $449,686derivedHNW RAUM over HNW clients
- Average account
- $256,537derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 27%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 0.4derived9 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed fees, subscriptionreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, educational seminars, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$68.4M53%
- Charitable organizations$34.7M27%
- Individuals$25.5M20%
- Individual clients
- 102reported
- HNW clients
- 152reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 501reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.73 fund_share=0.0 institutional_share=0.27 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Angela Louise Barbash | Howell, Mi | Feb 26, 2026 | 22 y | 2 |
| Jane Bunch | Grand Rapids, Mi | Feb 26, 2026 | 14 y | 1 |
| Rebecca Blumenshine | Grand Rapids, Mi | Feb 26, 2026 | 13 y | 2 |
| Michelle M Hoexum | Grand Rapids, Mi | Feb 26, 2026 | 18 y | 4 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Christopher Randolph Baccella to Heber Fuger Wendin IncApr 29, 2019 · Other
- Edward Peyton Ledermann to Whale Shark Financial LLCJul 26, 2017 · RIA to a state-registered adviser
Joined, latest
- Rebecca Blumenshine from Communitas Financial Planning PbcNov 14, 2024 · Other
- Michelle M Hoexum from Centennial Securities Company IncNov 16, 2019 · Other
- Christopher Randolph Baccella from Wilson, Kemp & Associates, Inc.Jan 15, 2019 · Other
- Angela Louise Barbash from Royal Advisors, LLCMay 30, 2013 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Louise Angela Barbash · Coo/Ccocontrolsince 08/2013 · owns less than 5%
- Nathan Eric Davis · Membercontrolsince 07/2015 · owns 10% to 25%
- June Clara Balliet · Membersince 01/2022 · owns less than 5%
Entity owners
- Pieris Capital LLC · Memberdirect · owns 10% to 25%
- Propeller LLC · Memberdirect · owns 10% to 25%
- Reconsider LLC · Memberdirect · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Grand Rapids, Mi · principal | 4 | 4 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 400 to 501Jan 28, 2026 to Mar 27, 2026
- Advisory employees · 5 to 4Jan 28, 2026 to Mar 27, 2026
- HNW clients · 120 to 152Jan 28, 2026 to Mar 27, 2026
- Individual clients · 65 to 102Jan 28, 2026 to Mar 27, 2026
- Assets in custody · 4324101.0 to unsetJan 28, 2026 to Mar 27, 2026
- Financial planning clients · 11-25 to 251-500Jan 28, 2026 to Mar 27, 2026
- HQ city · HOWELL to GRAND RAPIDSJan 28, 2026 to Mar 27, 2026
- State-registered IARs · 5 to 4Jan 28, 2026 to Mar 27, 2026
- Other offices · 6 to 8Jan 28, 2026 to Mar 27, 2026
- Discretionary RAUM · $104M to $129MJan 28, 2026 to Mar 27, 2026
- HNW RAUM · $19.3M to $68.4MJan 28, 2026 to Mar 27, 2026
- Individual RAUM · $51.9M to $25.5MJan 28, 2026 to Mar 27, 2026
- RAUM · $104M to $129MJan 28, 2026 to Mar 27, 2026
- HQ city · YPSILANTI to HOWELLMay 1, 2025 to Aug 14, 2025
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- inquire@revalueinvesting.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 888-642-2728reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- REVALUEINVESTING.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 888-642-2728reportedpublic record, Form ADV, May 6, 2026
- Contact form
- REVALUEINVESTING.COM/contactreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $32.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026