The Valente Group LLC

Overview

The Valente Group LLC is a small, independent registered investment adviser that serves individual and family clients. The firm combines financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers with an insurance brokerage capability. It operates primarily as a capital allocator for a modest client base and charges a mix of percentage-of-AUM and fixed fees. Investment activity is weighted toward publicly traded equities. Filings show a clear preference for exchange-traded equities and ETFs as the primary implementation vehicle. The firm reports functioning largely in a non‑discretionary capacity, which suggests a client relationship model focused on advice, plan-driven recommendations and third‑party manager selection rather than broad in‑house discretionary portfolio mandates. The Valente Group does not present itself as an ESG-focused investor and remains a single‑state operator. Its size and service mix point to a boutique advisory practice that leans on outside managers and custodial relationships to deliver investment exposures and wrap alternative allocations when needed.

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Public Holdings

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Location & Offices