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VALTRION CAPITAL MANAGEMENT, LLC
CRD 318048 · SEC 801-130820
701 COOL SPRINGS BLVD, SUITE 340, FRANKLIN, TN, 37067, United States
Phone
833-856-2088
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$287.3M
Discretionary AUM
$287.3M
Team
6 total employees; 6 advisory reps; 30 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 143 | $43.3M |
| High net worth individuals | 45 | $244.0M |
States served
AK, AZ, AR, CA, CO, NJ, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD