VALHALLA ADVISORS LLC

Overview

Valhalla Advisors LLC is an independent registered investment adviser that serves individuals and families with a mix of financial planning, portfolio management for individuals and small businesses, and educational workshops. The firm combines advisory services with insurance brokerage capabilities, which suggests an emphasis on integrating insurance solutions into client wealth plans alongside investable assets. Investment activity centers on direct equity exposure and separately managed account strategies, while the advisory model supports both project-based work and ongoing asset management through flexible billing (percentage of AUM, hourly, and fixed fees). The firm’s stated preferences point to an equity-first approach, with exchange-traded equities forming the largest share of assets. Valhalla Advisors also uses mutual funds and selectively allocates to private equity and private placement opportunities for clients who have the liquidity and risk profile to take on illiquid alternatives. The firm is not positioned as an ESG-focused investor and is structured as an individually owned LLC operating as an independent RIA.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices