Valkyrie Financial

Overview

Valkyrie Financial is a small, independent registered investment advisor that focuses on individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, operating under a fee schedule that includes a percentage of AUM, hourly charges and fixed fees. Valkyrie Financial is owner-operated and not positioned as a capital allocator or pension consultant; it does not market itself as an active ESG investor. Investment activity centers on commingled public funds and mutual funds as the primary vehicle for client portfolios. With a concentrated client base and modest assets, the firm appears to employ straightforward, diversified mutual fund strategies rather than extensive direct-security trading or complex alternative structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices