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The fee is billed in arrears and is negotiable.","source":"FORM ADV PART 2A APPENDIX 1 - WRAP FEE BROCHURE, filed 5 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Central Valley Advisors use?","answer":"Central Valley Advisors’ separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $634M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Central Valley Advisors have?","answer":"Central Valley Advisors has 6 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Central Valley Advisors invest in?","answer":"At the end of its last fiscal year, Central Valley Advisors’ separately managed accounts held 50% registered funds (mutual funds, ETFs, BDCs), 25% exchange-traded equities, 14% cash and equivalents, 5% U.S. government and agency bonds, 2% state and local bonds, 2% other, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar). 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