Valentine Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Valentine Investments, LLC provides investment management, financial planning, and consulting to individuals — including both high‑net‑worth and non‑HNW clients — as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages assets on both discretionary and non‑discretionary bases and also advises on allocations within insurer‑held products (such as variable life/annuity contracts), employer retirement plans, and 529 plans.
The firm’s investment approach emphasizes asset allocation and risk‑adjusted total return, employing both fundamental and technical analysis to select mutual funds, ETFs, individual equities and options and to set appropriate mixes of equities, fixed income and cash. Portfolios are tailored to clients’ risk tolerance and time horizon, reviewed at least quarterly, and the adviser typically uses a major custodian for custody and trade execution while exercising discretion only when authorized.
What distinguishes this firm from many peers is that a management principal is licensed as an insurance agent and may offer commissionable insurance products to clients; the brochure discloses this activity and the potential conflict it can create when advising on or selling insurer‑sponsored products. The firm is also a small, single‑advisor practice with approximately $31 million in assets under management and about 55 client relationships, which informs its operational arrangements with custodians and use of third‑party software and trade aggregation.
Client services
Expertise
Fee options
$0 - $500,000: 1.10% (Equity Portfolios) $500,001 - $1,500,000: 0.90% (Equity Portfolios) $1,500,001 - $5,000,000: 0.80% (Equity Portfolios) $5,000,001+: 0.70% (Equity Portfolios) $0 - $500,000: 0.50% (Fixed Income Portfolios) $500,001 - $1,500,000: 0.45% (Fixed Income Portfolios) $1,500,001 - $5,000,000: 0.40% (Fixed Income Portfolios) $5,000,001+: 0.30% (Fixed Income Portfolios) $0 - $500,000: 0.80% (Balanced Portfolios) $500,001 - $1,500,000: 0.65% (Balanced Portfolios) $1,500,001 - $5,000,000: 0.60% (Balanced Portfolios) $5,000,001+: 0.50% (Balanced Portfolios)
Insurance products may be offered by a management person who is licensed as an insurance agent and may receive commissions for those products.
Main office
5310 Harvest Hill Road, Suite 227
Dallas TX 75230
Advisors at this office
1
Most active in
Texas
Also doing business as
Albright Wealth Management, LLC · Valentine Investments, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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