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.
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SEC-registered adviser
V•••• A••••••• L••
Latest filing Sep 1, 2026
First filing on the tape Apr 25, 2014 · 25 filings
SEC status approved since May 19, 2014
RAUM
$4.0B
reported, Item 5.F
Discretionary
8.9%
of RAUM
Private clients
93%
$3.7B individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$1.3B
derived; firm RAUM over IAPD count
Employees
16
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$4.0B as of Jun 9, 2026
Mar 30, 2015$451M then
HNW client RAUM$3.7B as of Jun 9, 2026
Mar 31, 2018$1.7B then
State-registered IARs (5.B.3)3 as of Jun 9, 2026
Mar 30, 20152 then
Employees (5.A)16 as of Jun 9, 2026
Mar 30, 20154 then
Private funds: no history
RAUM +28% over the last fiscal year+15% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Sep 1, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- $1.3BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $56.4MderivedHNW RAUM over HNW clients
- Average account
- $58.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 8.9%derivedof RAUM
- Institutional
- 1.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 5.3derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +28%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$3.7B93%
- Corporations and businesses$213M5.3%
- Charitable organizations$66.9M1.7%
- Individual clients
- n/areported
- HNW clients
- 66reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 69reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.93 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| F•••••••• O••••• S••••• | Miami, Fl | Oct 24, 2022 | 17 y | 1 |
| C•••••• I••••• T•••• | Miami, Fl | Oct 24, 2022 | 13 y | 2 |
| G•••••• A••••• M•••••• | Miami, Fl | Dec 2, 2025 | 20 y | 1 |
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
none on the tape
Joined, latest
- C•••••• I••••• T•••• from H••• S••••••••• •••• I•••Oct 24, 2022 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- M••••••• G••••••• A••••• · Manager; Chief Financial Officercontrolsince 04/2014 · owns less than 5%
- N••••••• F••••••••• I••• · Manager; Chief Executive Officercontrolsince 04/2014 · owns less than 5%
- S••••• T•••••• F••••••••• O••••• · Manager; Chief Compliance Officer; Chief Investment Officercontrolsince 04/2014 · owns less than 5%
- M••••••• G••••••• A••••• · Member; Managercontrolsince 01/2020 · owns F of V•••• C•••••• M••••••••• L••
- N••••••• F••••••••• I••• · Member; Managercontrolsince 01/2020 · owns 50% to 75% of V•••• C•••••• M••••••••• L••
- S••••• T•••••• F••••••••• O••••• · Member; Managercontrolsince 01/2020 · owns 25% to 50% of V•••• C•••••• M••••••••• L••
Entity owners
- V•••• C•••••• M••••••••• L•• · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- V•••• I••• L••real estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Miami, Fl · principal | 3 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- unusually large average accountStatic outlier · filing Sep 1, 2026RAUM per account of $58,053,074 against a peer median of $813,262 (1333 comparable advisers, 100.0th percentile, 38.6 robust deviations)peers: independent wealth managers, $1B to $5B (1,333) · 100% percentile
- unusually large average HNW clientStatic outlier · filing Sep 1, 2026HNW RAUM per HNW client of $56,449,156 against a peer median of $3,646,459 (1309 comparable advisers, 99.0th percentile, 26.2 robust deviations)peers: independent wealth managers, $1B to $5B (1,309) · 99% percentile
- very high RAUM per advisorStatic outlier · filing Sep 1, 2026RAUM per registered advisor of $1,335,220,713 against a peer median of $146,690,280 (1222 comparable advisers, 100.0th percentile, 12.0 robust deviations)peers: independent wealth managers, $1B to $5B (1,222) · 100% percentile
What changed
consecutive filings, newest first
- Financial planning clients · to unsetJun 9, 2026 to Sep 1, 2026
- Succession · false to unsetJun 9, 2026 to Sep 1, 2026
- Other offices · 1 to 0Mar 31, 2026 to Jun 9, 2026
- Accounts · 64 to 69Mar 31, 2025 to Mar 31, 2026
- HNW clients · 61 to 66Mar 31, 2025 to Mar 31, 2026
- Other offices · 0 to 1Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $317M to $356MMar 31, 2025 to Mar 31, 2026
- HNW RAUM · $2.9B to $3.7BMar 31, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $2.8B to $3.6BMar 31, 2025 to Mar 31, 2026
- RAUM · $3.1B to $4.0BMar 31, 2025 to Mar 31, 2026
- Advisory employees · 9 to 8Mar 26, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 26, 2024 to Mar 31, 2025
- Discretionary RAUM · $230M to $317MMar 26, 2024 to Mar 31, 2025
- HNW RAUM · $2.9B to $2.9BMar 26, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $2.9B to $2.8BMar 26, 2024 to Mar 31, 2025
- RAUM · $3.1B to $3.1BMar 26, 2024 to Mar 31, 2025
- Accounts · 59 to 64Mar 31, 2023 to Mar 26, 2024
- HNW clients · 58 to 61Mar 31, 2023 to Mar 26, 2024
- Discretionary RAUM · $213M to $230MMar 31, 2023 to Mar 26, 2024
- HNW RAUM · $2.6B to $2.9BMar 31, 2023 to Mar 26, 2024
- Non-discretionary RAUM · $2.4B to $2.9BMar 31, 2023 to Mar 26, 2024
- RAUM · $2.7B to $3.1BMar 31, 2023 to Mar 26, 2024
- Accounts · 54 to 59Oct 20, 2022 to Mar 31, 2023
- Advisory employees · 8 to 9Oct 20, 2022 to Mar 31, 2023
- HNW clients · 53 to 58Oct 20, 2022 to Mar 31, 2023
- Employees · 15 to 16Oct 20, 2022 to Mar 31, 2023
- Discretionary RAUM · $232M to $213MOct 20, 2022 to Mar 31, 2023
- HNW RAUM · $2.6B to $2.6BOct 20, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $2.4B to $2.4BOct 20, 2022 to Mar 31, 2023
- RAUM · $2.7B to $2.7BOct 20, 2022 to Mar 31, 2023
- Accounts · 41 to 54Mar 30, 2021 to Mar 30, 2022
- Advisory employees · 9 to 8Mar 30, 2021 to Mar 30, 2022
- HNW clients · 40 to 53Mar 30, 2021 to Mar 30, 2022
- Employees · 14 to 15Mar 30, 2021 to Mar 30, 2022
- Discretionary RAUM · $188M to $232MMar 30, 2021 to Mar 30, 2022
- HNW RAUM · $2.3B to $2.6BMar 30, 2021 to Mar 30, 2022
- Non-discretionary RAUM · $2.1B to $2.4BMar 30, 2021 to Mar 30, 2022
- RAUM · $2.3B to $2.7BMar 30, 2021 to Mar 30, 2022
- Accounts · 39 to 41Sep 23, 2020 to Mar 30, 2021
- Advisory employees · 8 to 9Sep 23, 2020 to Mar 30, 2021
Signals
4 dated events
- V•••• A••••••• L•• reported RAUM $4.0B, up 28% from $3.1B (2025-03-31 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- V•••• A••••••• L•• reported succeeding to the business of Another Adviser (Form ADV Item 4)Jan 31, 2020 · Succession (Item 4) · fact
- V•••• A••••••• L•• reported RAUM $1.7B, up 54% from $1.1B (2017-09-15 to 2018-03-31)Mar 31, 2018 · RAUM change · derived
- V•••• A••••••• L•• filed its initial SEC registration (Form ADV)Apr 25, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- V•••• A••••••• L•• · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Business email
- info@valorad.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 305-424-1432reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 305-424-1432reportedpublic record, Form ADV, Sep 1, 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
- $1.3Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026