# VALLEY FINANCIAL GROUP, INC.

VALLEY FINANCIAL GROUP, INC. of AMBLER, PA is an SEC-registered investment adviser.

## Registration

- CRD: 312254
- Type: SEC-registered investment adviser
- SEC file number: 801-120325
- Location: 311 LINDENWOLD AVE, AMBLER, PA, 19002
- Phone: 215-947-9190
- Latest filing: 2026-03-20
- Regulatory AUM: $287.2M
- Discretionary AUM: $287.2M
- Clients: 6
- Accounts: 925

## Business model

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

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Edward Stanley Woehlcke | MANAGING MEMBER/CCO | — |
| Kevin Steven Mcgarry | PRINCIPAL | — |
| SWAYZE ASHLEIGH COOPER | CHIEF COMPLIANCE OFFICER | — |
| WOEHLCKE EDWARD STANLEY | MANAGING MEMBER/CCO | — |
| MCGARRY KEVIN STEVEN | PRINCIPAL | — |
| BETSCH FRANK MICHAEL | PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/312254/brochure
- Similar advisers: https://search.stillhousedata.com/firm/312254/similar
- Related entities: https://search.stillhousedata.com/firm/312254/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/312254

---

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.