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
Valtrion Capital Management, LLC
Latest filing Mar 31, 2026
First filing on the tape Jun 28, 2024 · 11 filings
SEC status approved since Aug 26, 2024
RAUM
$287M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$287M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$57.5M
derived; firm RAUM over IAPD count
Employees
6
6 advisory (5.B.1)
Offices
6
beyond the principal office
Private funds
0
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$287M as of Mar 31, 2026
Feb 27, 2025$103M then
HNW client RAUM$244M as of Mar 31, 2026
Feb 27, 2025$89.4M then
State-registered IARs (5.B.3)6 as of Mar 31, 2026
Feb 27, 20254 then
Employees (5.A)6 as of Mar 31, 2026
Feb 27, 20257 then
Private funds: no history
RAUM +100% over the last fiscal yearIARs 4 to 6offices 0 to 6
Practice profile
derived from the filing of Mar 31, 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
- $47.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 31derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.4MderivedHNW RAUM over HNW clients
- Average account
- $655,948derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%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
- 0.9derived7 offices incl. principal (1.F.5)
- RAUM growth, one year
- +100%derivedbetween the last two annual amendments
- Advisor growth, one year
- +50%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +24%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Custody
- $117M, 126 clientsreportedItem 9.A
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$244M85%
- Individuals$43.3M15%
- Individual clients
- 143reported
- HNW clients
- 45reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 438reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- $117M for 126 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Levi James Brown | Austin, Tx | May 4, 2023 | 13 y | 3 |
| Carlos Jose CastroCertified Financial Planner | Franklin, Tn | Jan 29, 2024 | 19 y | 4 |
| Luis A GaldamezCertified Financial Planner, Chartered Financial Consultant | Franklin, Tn | Jan 1, 2025 | 23 y | 6 |
| Amir A Dadabhoy | Franklin, Tn | Jun 20, 2025 | 14 y | 5 |
| Lawrence Howard RaymondCertified Financial Planner | Russellville, Ar | Jan 14, 2026 | 14 y | 0 |
| Thomas Walter DelaneyChartered Financial Analyst | Franklin, Tn | Sep 15, 2026 | 18 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Bijan Ramirez to Merit Financial AdvisorsOct 11, 2024 · RIA to RIA
- David Trejo to Mariner IndependentJan 6, 2023 · RIA to RIA
Joined, latest
- Thomas Walter Delaney from Lee Danner & Bass IncSep 15, 2026 · RIA to RIA
- Amir A Dadabhoy from Bgw Wealth Advisors, LLCJun 20, 2025 · Other
- Luis A Galdamez from Surevest Private WealthJan 1, 2025 · RIA to RIA
- Carlos Jose Castro from Osaic Fs, Inc.Jan 29, 2024 · Affiliated broker-dealer or bank to independent RIA
- Levi James Brown from CorientMay 4, 2023 · RIA to RIA
- Bijan Ramirez from FacetMay 4, 2023 · RIA to RIA
- David Trejo from Td Ameritrade, Inc.Dec 8, 2022 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- A Luis Galdamez · Chief Compliance Officer & Presidentcontrolsince 09/2022 · owns less than 5%
- A Luis Galdamez · Ownercontrolsince 09/2022 · owns 75% or more of Galdamez Capital Group, Inc.
- J Robert Luna · Ownercontrolsince 09/2022 · owns 75% or more of Luna Capital Partners, Inc.
- Richard Dellar · Membersince 03/2024 · owns F of Real Talk Holdings, LLC
- A. Miguel Garcia · Membersince 02/2023 · owns F of Real Talk Holdings, LLC
Entity owners
- Real Talk Holdings, LLC · Ownerdirect · owns 75% or more
- Galdamez Capital Group, Inc. · Memberindirect · owns 25% to 50% of Real Talk Holdings, LLC
- Luna Capital Partners, Inc. · Memberindirect · owns 50% to 75% of Real Talk Holdings, LLC
- Andrew Ondracek & Jacqueline Ondarek Living Trust · Trusteeindirect · owns F of Real Talk Holdings, LLC
- Derek S And Jill I. Rago Jt. Living Trust · Trusteeindirect · owns F of Real Talk Holdings, LLC
- The Attanasio And Jacobi Family Community Property Trust · Trusteeindirect · owns F of Real Talk Holdings, LLC
- The Brown Family Revoc Trust · Trusteeindirect · owns F of Real Talk Holdings, LLC
Related persons
Schedule D 7.A
- Real Talk Insurance Solutions, LLCreal estatey
- Real Talk Lending, LLCy
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Franklin, Tn · principal | 6 | 2 | 0 | ||
| Austin, Tx | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $143,588,939 to $287,305,351 (+100.0%) between the annual amendments of 2025-03-27 and 2026-03-31; the peer median change was +15.0% (4550 comparable advisers, 99.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,550) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 351 to 438Jan 7, 2026 to Mar 31, 2026
- Advisory employees · 4 to 6Jan 7, 2026 to Mar 31, 2026
- HNW clients · 28 to 45Jan 7, 2026 to Mar 31, 2026
- Individual clients · 124 to 143Jan 7, 2026 to Mar 31, 2026
- Assets in custody · $50.6M to $117MJan 7, 2026 to Mar 31, 2026
- Employees · 5 to 6Jan 7, 2026 to Mar 31, 2026
- State-registered IARs · 4 to 6Jan 7, 2026 to Mar 31, 2026
- Other offices · 0 to 6Jan 7, 2026 to Mar 31, 2026
- Discretionary RAUM · $144M to $287MJan 7, 2026 to Mar 31, 2026
- HNW RAUM · $111M to $244MJan 7, 2026 to Mar 31, 2026
- Individual RAUM · $32.5M to $43.3MJan 7, 2026 to Mar 31, 2026
- RAUM · $144M to $287MJan 7, 2026 to Mar 31, 2026
- Business name · REAL TALK CAPITAL, LLC to VALTRION CAPITAL MANAGEMENT, LLCJun 17, 2025 to Nov 14, 2025
- Legal name · REAL TALK CAPITAL, LLC to VALTRION CAPITAL MANAGEMENT, LLCJun 17, 2025 to Nov 14, 2025
- Financial planning clients · 26-50 to 26-50Mar 27, 2025 to Jun 17, 2025
- Accounts · 201 to 351Feb 27, 2025 to Mar 27, 2025
- HNW clients · 26 to 28Feb 27, 2025 to Mar 27, 2025
- Individual clients · 51 to 124Feb 27, 2025 to Mar 27, 2025
- Assets in custody · unset to 50614837.0Feb 27, 2025 to Mar 27, 2025
- Custody of client assets · false to trueFeb 27, 2025 to Mar 27, 2025
- Employees · 7 to 5Feb 27, 2025 to Mar 27, 2025
- Financial planning clients · 11-25 to 26-50Feb 27, 2025 to Mar 27, 2025
- Discretionary RAUM · $89.2M to $144MFeb 27, 2025 to Mar 27, 2025
- HNW RAUM · $89.4M to $111MFeb 27, 2025 to Mar 27, 2025
- Individual RAUM · $9.8M to $32.5MFeb 27, 2025 to Mar 27, 2025
- Non-discretionary RAUM · $13.4M to $0Feb 27, 2025 to Mar 27, 2025
- RAUM · $103M to $144MFeb 27, 2025 to Mar 27, 2025
- Related insurance company · false to trueFeb 27, 2025 to Mar 27, 2025
Signals
6 dated events
- Thomas Walter Delaney registered as an investment adviser representative at Valtrion Capital Management, LlcSep 15, 2026 · Advisor registered · fact
- Valtrion Capital Management, Llc reported 6 offices beyond its principal office, up from 0 (2026-01-07 to 2026-03-31)Mar 31, 2026 · Office count change · derived
- Valtrion Capital Management, Llc reported RAUM $287.3M, up 100% from $143.6M (2026-01-07 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Bijan Ramirez left Valtrion Capital Management, Llc for Merit Financial Advisors (registered 2025-01-06)Oct 11, 2024 · Advisor changed firm · fact
- Real Talk Capital, Llc filed its initial SEC registration (Form ADV)Jun 28, 2024 · First SEC registration · fact
- David Trejo left Valtrion Capital Management, Llc for Mariner Independent (registered 2023-11-07)Jan 6, 2023 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
- Real Talk Capital, LLC · Family Officesshared crd · office
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/90625479/admin/feed/postsreportedpublic record, Form ADV, Sep 18, 2026
- Website
- valtrioncapital.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 833-856-2088reportedpublic record, Form ADV, Mar 31, 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
- $57.5Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026