# VALUED RETIREMENTS, INC.

VALUED RETIREMENTS, INC. of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 114236
- Type: SEC-registered investment adviser
- SEC file number: 801-127700
- Location: 710 NORTH POST OAK ROAD, SUITE 420, HOUSTON, TX, 77024-3894
- Phone: 713-821-3243
- Latest filing: 2026-04-14
- Regulatory AUM: $190.1M
- Discretionary AUM: $190.1M
- Clients: 4
- Accounts: 309

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Sarah Anne Mizell | PRESIDENT AND SECRETARY OF THE BOARD; PRESIDENT, CHIEF COMPLIANCE OFFICER, AND SECRETARY OF THE BOARD; VICE PRESIDENT, CHAIRWOMAN OF THE BOARD, SECRETARY, AND TREASURER | — |
| Cory Alan Mizell | PRESIDENT AND DIRECTOR; VICE PRESIDENT AND CHAIRMAN OF THE BOARD | — |
| Malcolm S Morris | PARTNER, BUSINESS COUNSEL; PARTNER, LEGAL COUNSEL | — |
| David Quan Hao | CHIEF COMPLIANCE OFFICER/CHIEF ENGAGEMENT OFFICER | — |
| Kathy Jones Kuria | CCO | — |
| SANDERS ALFRED MARSH | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| MORRIS ROBERT S | PARTNER, LEGAL COUNSEL | — |
| SHRESTHA BHARAT BHAKTA | MANAGING DIRECTOR | — |
| MIZELL SARAH ANNE | VICE PRESIDENT, CHAIRWOMAN OF THE BOARD, SECRETARY, AND TREASURER | — |
| MIZELL CORY ALAN | PRESIDENT, CCO, AND DIRECTOR | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| ALBUQUERQUE | NM | 1 | 505-460-0006 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114236/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114236/similar
- Related entities: https://search.stillhousedata.com/firm/114236/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114236

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.