Central Valley Advisors, LLC
● SEC registered since 2023CRD 324974SEC# 801-128204Sacramento, CA
Reg. AUM
$633.7M
Employees
6
Accounts
1,923
Location
Sacramento, CA
Central Valley Advisors, LLC assets under management
Central Valley Advisors, LLC operates as an SEC-registered investment adviser based in Sacramento, CA. The firm has been registered since 2023. It reports $633.7 million in regulatory assets under management and employs 6 people.
Central Valley Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Americo Joseph Salvetti Control | Partner | 25-50% | 2023 |
| Lacey B Fonseca Lawrence Control | Partner / Chief Operating Officer | 25-50% | 2024 |
| Marion Rita Hebert | Chief Compliance Officer | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Central Valley Advisors, LLC manage?
Central Valley Advisors, LLC reports $633.7 million in regulatory assets under management on its Form ADV.
How many employees does Central Valley Advisors, LLC have?
Central Valley Advisors, LLC reports 6 employees.
Where is Central Valley Advisors, LLC located?
Central Valley Advisors, LLC is based in Sacramento, CA and has been SEC-registered since 2023.
Does Central Valley Advisors, LLC disclose fund performance?
Central Valley Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3455 American River Dr., Suite a, Sacramento, CA 95864 |
| Phone | 916-414-8282 |
| Office hours | 7:30 a.m. -3:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$633.7M▲ 30%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$633.7Mregulatory AUM
Discretionary $633.7M