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VALTRION CAPITAL MANAGEMENT, LLC

FRANKLIN, TN · CRD 318048 · IAPD ↗ · valtrioncapital.com · 833-856-2088

$287.3MRegulatory AUM
6Advisory reps
6Employees
30Clients
26-50Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — VALTRION CAPITAL MANAGEMENT, LLC added office(s): 0 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — VALTRION CAPITAL MANAGEMENT, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
April 2026 — VALTRION CAPITAL MANAGEMENT, LLC reported RAUM up 100% ($143.6M -> $287.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
February 2026 — VALTRION CAPITAL MANAGEMENT, LLC notice-filed in AK, AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
December 2025 — VALTRION CAPITAL MANAGEMENT, LLC changed its website from realtalkcapital.com to valtrioncapital.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
December 2025 — REAL TALK CAPITAL, LLC is now doing business as VALTRION CAPITAL MANAGEMENT, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
58
April 2025 — REAL TALK CAPITAL, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
62
April 2025 — REAL TALK CAPITAL, LLC reported RAUM up 40% ($102.6M -> $143.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2025 — REAL TALK CAPITAL, LLC now reports custody of client assets ($50.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
March 2025 — REAL TALK CAPITAL, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
September 2024 — REAL TALK CAPITAL, LLC (FRANKLIN, TN) is newly SEC-registered with $102.6M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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