Clients
Valley View Consulting serves 76 clients. The average client has about $216 million with the firm.
- State or municipal government entities76 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| State or municipal government entities | 76 | $16,400,000,000 | 100.0% | $215.8M |
| Total | 76 | $16,400,000,000 | 100% | $215.8M |
- Clients
- 76
- Regulatory AUM
- $16,400,000,000
- Share
- 100.0%
- Avg. per client
- $215.8M
Total
- Clients
- 76
- Regulatory AUM
- $16,400,000,000
- Share
- 100%
- Avg. per client
- $215.8M
What it does
Valley View Consulting provides portfolio management for institutions and other activities. It is paid through a percentage of assets, hourly charges and fixed fees.
Valley View Consulting provided financial planning to 0 clients last fiscal year and advises no private funds.
0.0% of assets ($0 across 0 accounts) are managed with discretion; $16.40B across 76 accounts are not. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Funds27%
- Pooled vehicles26%
- Registered funds1%
- Bonds14%
- Cash58%
Filed values cover 99%. The neutral 1% gap has no reported category.
Custodians
Valley View Consulting does not have custody of client assets.
- All other custodians$16.40B100%
Ownership and leadership
Richard Long owns 75% or more of Valley View Consulting.
- Owns 75% or more of Valley View Consulting LLC
Richard Long
Control person · since October 1998
Leadership
- Richard LongChief Compliance Officer
Staff
- 11 employees
- 8 in advisory functions
- 8 state-registered reps
Fees
Valley View Consulting is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees).
Valley View Consulting’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Valley View Consulting has 7 offices (6 private residences, listed without an address), with 2 listed addresses in 1 state.
Texas · 1 listed address
- 837 Meandering Drive, Cedar Hill
Choose a state to see its listed addresses.
Registration details
- Legal name
- Valley View Consulting LLC
- Headquarters
- Not reported
- Phone
- 540-297-3419
- SEC file
- 801-56181
- Structure
- Virginia LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Valley View Consulting have?
Valley View Consulting has 76 clients and manages $16.4 billion for them, as of August 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 August 2026
What services does Valley View Consulting offer?
Valley View Consulting provides portfolio management for institutions and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Valley View Consulting have?
Valley View Consulting has 8 investment adviser representatives registered with state securities authorities, out of 11 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Valley View Consulting invest in?
At the end of its last fiscal year, Valley View Consulting’s separately managed accounts held 58% cash and equivalents, 26% pooled vehicles (private funds and similar), 14% U.S. government and agency bonds and 1% registered funds (mutual funds, ETFs, BDCs). It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Valley View Consulting?
Valley View Consulting’s direct owner is Richard Long (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 19 August 2026
How does Valley View Consulting get paid?
Valley View Consulting is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file