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Valentine Capital Retirement Planning Group, Inc. (San Ramon)


Valentine Capital Retirement Planning Group, Inc. is a large advisory firm based in San Ramon. It manages $405 million of regulatory assets for 600 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Nevada, and Texas.

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Valentine Capital Retirement Planning Group provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and market timing services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Valentine Capital Retirement Planning Group: assets under management

The assets under management (AUM) of Valentine Capital Retirement Planning Group, Inc. is $405 million. The firm's AUM has grown by 416% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $230 million in discretionary accounts and $175 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $766.67 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $583.33 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Valentine Capital Retirement Planning Group, Inc. for their services and products based on a percentage of assets under management, subscription fees, and fixed fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Ramon

The principal office where Valentine Capital Retirement Planning Group, Inc. performs its advisory services is located at 6111 Bollinger Canyon Road, San Ramon, CA 94583, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-275-0200 or by fax 925-867-3333. The normal business hours are 6:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.vcrpg.com.


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