Valtrion Capital Management, LLC
Valtrion Capital Management, LLC is an SEC-registered wealth manager in Franklin, TN with $287.3M assets under management (AUM, regulatory AUM), +100% over one year. See who owns Valtrion Capital Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 318048, SEC 801-130820, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $287.3M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Franklin, TN
- Employees
- 6
- Clients
- 188
- CRD
- 318048
- Ownership
- Galdamez, Luis, A; GALDAMEZ CAPITAL GROUP, INC.; LUNA CAPITAL PARTNERS, INC.; THE ATTANASIO AND JACOBI FAMILY COMMUNITY PROPERTY TRUST; Garcia, Miguel, A.
How much AUM does Valtrion Capital Management, LLC have?
Valtrion Capital Management, LLC reported $287.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Valtrion Capital Management, LLC?
Disclosed owners and executives of Valtrion Capital Management, LLC include Galdamez, Luis, A, GALDAMEZ CAPITAL GROUP, INC., LUNA CAPITAL PARTNERS, INC., THE ATTANASIO AND JACOBI FAMILY COMMUNITY PROPERTY TRUST, Garcia, Miguel, A.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.