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VALEN PRIVATE CAPITAL, LLC.

PAOLI, PA · CRD 342364 · IAPD ↗ · valenpc.com · 835-262-8100

$482.6MRegulatory AUM
2Advisory reps
3Employees
18Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
September 2026 — VALEN PRIVATE CAPITAL, LLC. now reports custody of client assets ($121.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
September 2026 — VALEN PRIVATE CAPITAL, LLC.'s provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
45
July 2026 — VALEN PRIVATE CAPITAL, LLC. moved its main office from MIAMI, FL to PAOLI, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
95
June 2026 — VALEN PRIVATE CAPITAL, LLC. (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 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.