# Universal Value Advisors

Universal Value Advisors is a Bank / Wealth / Trust based in Reno, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Reno, United States
- **Region:** North America
- **Address:** Reno, NV, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** universalvalueadvisors.com

## Regulatory record

- **CRD number:** 285644
- **SEC file number:** 801-108879
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285644

## About

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.

## 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.

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Last updated: 2026-08-11T02:43:31.692Z

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