Valley Investors Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Valley Investors Corporation is a small advisory firm with two advisors managing approximately $3.41 million in assets for 12 individual clients. The firm provides ongoing portfolio management and investment advisory services and discloses its fee method as percentage-of-AUM in its Form ADV Part 2A.
Its Form ADV Part 2A describes individualized portfolio management for individual clients and outlines the firm’s methods of analysis and account review procedures under Items 8 and 13. The brochure indicates the firm maintains standard advisory practices for supported firms rather than offering performance‑based fee arrangements or institutional investment programs.
What distinguishes Valley Investors from many peers is its client mix and scale: the firm reports no high‑net‑worth clients and operates with a relatively modest asset base and small client roster. That combination — a supported two-advisor firm serving exclusively non‑HNW individuals with limited AUM — is uncommon among firms in the same category.
Client services
Fee options
Main office
21 Franklin Rd. Suite 300
Roanoke VA 24011
Advisors at this office
2
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Advisors at this firm
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