REGULATORY DOCS

DOCUMENTS

All information provided during the application process is kept strictly confidential. Please refer to our privacy policy below for additional information.

Investment regulations require us to provide the following disclosure documents to prospective clients. Please download the following documents and review them at your convenience.

ValuEngine Capital

Client Documents:

  • ADV Part 2A VECM Firm Brochure
  • ADV Part 2B: Individual Disclosure Brochure

Additional Documents:

Please call (321) 325-0519 or email clientservices@valuenginecapital.com for account opening documents. We can provide secure online electronic registration, send by fax, or mail hard copies of needed forms.