SUN VALLEY ADVISORY

Overview

Sun Valley Advisory is a small, owner-operated limited liability company that serves individual and family clients on a fee basis tied to assets under management. The firm functions as a capital allocator and provides portfolio management for individuals, small businesses and institutional/business clients, and it also performs manager selection on behalf of clients. It does not position itself as an ESG-focused adviser and is not registered as a multi-state adviser. Business activity centers on discretionary portfolio construction via externally managed solutions and selections of third-party managers, although current reporting indicates the firm’s assets are held in non-discretionary arrangements (see Assets & Accounts). The firm’s fee model is percent-of-AUM, and it maintains an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices