Valued Retirements, Inc.
● SEC registered since 2023CRD 114236SEC# 801-127700Houston, TX
Reg. AUM
$190.1M
Employees
4
Accounts
309
Location
Houston, TX
Valued Retirements, Inc. assets under management
Valued Retirements, Inc. is an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2023. It reports $190.1 million in regulatory assets under management and employs 4 people.
Valued Retirements, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cory Alan Mizell Control | Vice President And Chairman Of The Board | 25-50% | 2024 |
| Malcolm S Morris | Partner, Business Counsel | 10-25% | 2022 |
| Sarah Anne Mizell Control | President, Chief Compliance Officer, And Secretary Of The Board | 25-50% | 2026 |
Frequently asked questions
How much does Valued Retirements, Inc. manage?
Valued Retirements, Inc. reports $190.1 million in regulatory assets under management on its Form ADV.
How many employees does Valued Retirements, Inc. have?
Valued Retirements, Inc. reports 4 employees.
Where is Valued Retirements, Inc. located?
Valued Retirements, Inc. is based in Houston, TX and has been SEC-registered since 2023.
Does Valued Retirements, Inc. disclose fund performance?
Valued Retirements, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 710 North Post Oak Road, Suite 420, Houston, TX 77024-3894 |
| Phone | 713-821-3243 |
| Fax | 713-613-2908 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$190.1M▲ 26%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$190.1Mregulatory AUM
Discretionary $190.1M