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OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

FLINT, MI · CRD 312989 · IAPD ↗ · 810-744-4450

$607.1MRegulatory AUM
14Advisory reps
30Employees
0Clients
0Planning clients
0Private funds
21States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
January 2026 — OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. (FLINT, MI) left the SEC roster (was $607.1M RAUM, 14 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2025 — OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. crossed $500M in regulatory AUM ($454.3M -> $607.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
April 2024 — OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2024 — OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. reported RAUM up 49% ($304.9M -> $454.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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