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VALLEY FORGE CAPITAL MANAGEMENT

MIAMI, FL · CRD 162953 · IAPD ↗ · 305-210-6000

$4.45BRegulatory AUM
2Advisory reps
9Employees
0Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2025 — VALLEY FORGE CAPITAL MANAGEMENT reported RAUM up 27% ($3.61B -> $4.60B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
April 2024 — VALLEY FORGE CAPITAL MANAGEMENT moved its main office from WAYNE, PA to MIAMI, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
40
April 2024 — VALLEY FORGE CAPITAL MANAGEMENT added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
52
April 2024 — VALLEY FORGE CAPITAL MANAGEMENT reported RAUM up 38% ($2.61B -> $3.61B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.