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VALLEY FORGE INVESTMENT CONSULTANTS, INC.
CRD 123898File 801-107519
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.49B
Top 25% of cohort (national)
Discretionary AUM
$851.9M
Non-discretionary $2.64B
Clients
384
1,034 accounts
Employees
16
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 30, 2016
- Principal office
- 2500 MONROE BLVD., SUITE 100, AUDUBON, PA, 19403
- Phone
- 610-783-6650
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.49B
- Discretionary AUM
- $851.9M
- Non-discretionary AUM
- $2.64B
- Discretionary accounts
- 860
- Non-discretionary accounts
- 174
- Total accounts
- 1,034
- AUM per client
- $9.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $28.2M |
| Charitable organizations | 9 | $30.0M |
| High net worth individuals | 158 | $927.1M |
| Pension and profit sharing plans | 128 | $2.47B |
| Individuals (other than high net worth individuals) | 82 | $39.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.