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Valhalla Investment Advisory, Inc. (Cincinnati)


Valhalla Investment Advisory, Inc. is an internet adviser based in Cincinnati. It manages $20 million of regulatory assets for 500 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.

Valhalla Investment Advisory provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Valhalla Investment Advisory: assets under management

The assets under management (AUM) of Valhalla Investment Advisory, Inc. is $20 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $20 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $40 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Valhalla Investment Advisory, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cincinnati

The principal office where Valhalla Investment Advisory, Inc. performs its advisory services is located at 6406 Ridge Road, Cincinnati, OH 45213, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 513-396-6000 or by fax 513-396-7150. The normal business hours are 9:00am - 5:00pm on Monday - Friday.


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