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Universal Value Advisors
Universal Value Advisors was established in 2005 as a Nevada-registered investment advisor, headquartered in Reno. The firm operates as an independent RIA...
Universal Value Advisors
Universal Value Advisors was established in 2005 as a Nevada-registered investment advisor, headquartered in Reno. The firm operates as an independent RIA without visible affiliation to a bank, broker-dealer, or family-office parent, implying a founder-led structure built around direct client relationships. Its core mandate spans investment advisory services, portfolio management, and asset management for individuals and high-net-worth households. Standard implementation in this category includes concentrated equity portfolios, fixed-income ladders, and tactical cash management. No public data provides team size, office count, or operational milestones. Adjacent vehicles, philanthropic structures, or co-investment platforms are not known. The firm's structural differentiator is its independence and simplicity. The governance and succession structure remain opaque — a common profile for a small, founder-driven RIA where the advisor, portfolio manager, and relationship manager are one.
General information
Firm type
Bank / Wealth / Trust
Year founded
2005
Location
Region
North America
Country
United States
City
Reno
Corporate office
Reno, NV, United States
Frequently asked questions
Does Universal Value Advisors manage institutional capital or only private wealth?
Available registration data and the firm's own description indicate services are offered to individuals and high-net-worth individuals. There is no public evidence of institutional separate accounts, pension fund mandates, or endowment relationships.
How is Universal Value Advisors regulated?
The firm operates as a Registered Investment Advisor (RIA), regulated by the SEC or the Nevada Securities Division depending on its AUM threshold. All RIAs carry a fiduciary duty to act in clients' best interests, a higher standard than the suitability standard applied to broker-dealers.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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