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•••••• W••••• M•••••••••
Legal name T••••• C••••••• L••
Latest filing Aug 28, 2026
First filing on the tape Feb 12, 2024 · 6 filings
SEC status approved since Mar 13, 2024
RAUM
$678M
reported, Item 5.F
Discretionary
3.8%
of RAUM
Private clients
3.8%
$25.6M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$678M
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$678M as of Aug 28, 2026
Mar 5, 2025$611M then
HNW client RAUM$20.8M as of Aug 28, 2026
Mar 5, 2025$16.6M then
State-registered IARs (5.B.3)1 as of Aug 28, 2026
Mar 5, 20251 then
Employees (5.A)1 as of Aug 28, 2026
Mar 5, 20251 then
Private funds: no history
RAUM +11% over the last fiscal yearIARs 1 to 1
Practice profile
derived from the filing of Aug 28, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $678MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 25derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.0MderivedHNW RAUM over HNW clients
- Average account
- $565,715derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 3.8%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +11%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -26%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, 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)
- 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
- Other investment advisers$653M96%
- High-net-worth individuals$20.8M3.1%
- Individuals$4.9M0.7%
- Individual clients
- 18reported
- HNW clients
- 7reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,199reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.04 fund_share=0.96 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| T••••• R••• H•••••Chartered Financial Analyst | Plano, Tx | Oct 11, 2016 | 18 y | 2 |
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
- T••••• R••• H••••• from T••• N•••• A•••••••• L••Oct 11, 2016 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- H•••••• T•••••• R••• · Ceo, Cio, Ccocontrolsince 07/2016 · owns less than 5%
Entity owners
- T••• C•••••• H•••••••• I••• · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- V••••••• E••••••• C•••••••••broker-dealern
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- low discretionary shareStatic outlier · filing Aug 28, 2026discretionary share of RAUM of 4% against a peer median of 100% (784 comparable advisers, 2.0th percentile, 32.5 robust deviations)peers: asset managers, $500M to $1B (784) · 1.7% percentile
- account count surgeChange between filings · filing Apr 22, 2026accounts (Item 5.F.2.f) moved from 463.0 to 1,199.0 (+159.0%) between the annual amendments of 2025-03-05 and 2026-04-22; the peer median change was +6.0% (11 comparable advisers, 90.0th percentile of changes)peers: asset managers, $500M to $1B (11) · 90% percentile
What changed
consecutive filings, newest first
- Business name · TYME ADVISORS to VALINOR WEALTH MANAGEMENTApr 22, 2026 to Aug 28, 2026
- Accounts · 463 to 1,199Mar 5, 2025 to Mar 30, 2026
- Corporate clients · 5.0 to unsetMar 5, 2025 to Mar 30, 2026
- HNW clients · 9 to 7Mar 5, 2025 to Mar 30, 2026
- Individual clients · 25 to 18Mar 5, 2025 to Mar 30, 2026
- Discretionary RAUM · $23.5M to $25.5MMar 5, 2025 to Mar 30, 2026
- HNW RAUM · $16.6M to $20.8MMar 5, 2025 to Mar 30, 2026
- Individual RAUM · $3.6M to $4.9MMar 5, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $587M to $653MMar 5, 2025 to Mar 30, 2026
- RAUM · $611M to $678MMar 5, 2025 to Mar 30, 2026
- Related broker-dealer · true to falseMar 5, 2025 to Mar 30, 2026
- Accounts · 1,076 to 463Feb 15, 2024 to Mar 5, 2025
- Advisory activities · 2 to 3Feb 15, 2024 to Mar 5, 2025
- HNW clients · 15 to 9Feb 15, 2024 to Mar 5, 2025
- Individual clients · 58 to 25Feb 15, 2024 to Mar 5, 2025
- Financial planning clients · 11-25 to 11-25Feb 15, 2024 to Mar 5, 2025
- Discretionary RAUM · $19.4M to $23.5MFeb 15, 2024 to Mar 5, 2025
- HNW RAUM · $12.8M to $16.6MFeb 15, 2024 to Mar 5, 2025
- Individual RAUM · $4.4M to $3.6MFeb 15, 2024 to Mar 5, 2025
- Non-discretionary RAUM · $513M to $587MFeb 15, 2024 to Mar 5, 2025
- RAUM · $532M to $611MFeb 15, 2024 to Mar 5, 2025
Signals
1 dated events
- Tyme Advisors filed its initial SEC registration (Form ADV)Feb 12, 2024 · First SEC registration · fact
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
- Firm profile
- linkedin.com/company/valinorwealthreportedpublic record, Form ADV, Sep 18, 2026
- Website
- valinorwealth.netreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 469-480-7904reportedpublic record, Form ADV, Aug 28, 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
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $678Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026