Unclaimed Profile

John Leo Valentine

VALENTINE CAPITAL ASSET MANAGEMENT, INC.·DANVILLE, California

Series 3, Series 7, Series 24, Series 63, Series 6528 years registeredVALENTINE CAPITAL ASSET MANAGEMENT, INC.

588 SAN RAMON VALLEY BOULEVARD, DANVILLE, CA 94526CRD# 1495420Firm CRD# 140861

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Leo Valentine · DANVILLE, CA

Registration

CRD #1495420 · VALENTINE CAPITAL ASSET MANAGEMENT, INC. · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VALENTINE CAPITAL ASSET MANAGEMENT, INC.

VALENTINE CAPITAL ASSET MANAGEMENT, INC.

Aug 2006 – May 2016

SAN RAMON, CA

VALENTINE & ASSOCIATES, INC.

Jun 2003 – Mar 2004

SAN RAMON, CA

VALENTINE CAPITAL ASSET MANAGEMENT

May 1998 – Aug 2006

SAN RAMON, CA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · May 4, 1998

Years registered · 28

Disclosure History

2017Regulatory·Final

2016Regulatory·Final

2010Regulatory·Final

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

VALENTINE CAPITAL ASSET MANAGEMENT, INC.

CRD 140861 · SEC 801-67070

AUM

$367M

Regulatory assets under management

Employees

291 client accounts

Services offered by VALENTINE CAPITAL ASSET MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VALENTINE CAPITAL ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does John Leo Valentine offer?

John Leo Valentine specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are John Leo Valentine's credentials?

John Leo Valentine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Leo Valentine located?

John Leo Valentine is based in DANVILLE, California, last registered with VALENTINE CAPITAL ASSET MANAGEMENT, INC..

How does John Leo Valentine charge for services?

John Leo Valentine's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VALENTINE CAPITAL ASSET MANAGEMENT, INC.?

VALENTINE CAPITAL ASSET MANAGEMENT, INC. has approximately 4 employees and manages $367M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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