# OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. of FLINT, MI is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 312989
- Type: SEC-registered investment adviser
- SEC file number: 801-120957
- Location: 607 EAST SECOND AVENUE, SUITE 100, FLINT, MI, 48502
- Phone: 810-744-4450
- Latest filing: 2025-03-28
- Regulatory AUM: $607.1M
- Discretionary AUM: $606.8M
- Non-discretionary AUM: $328K
- Clients: 30
- Accounts: 4,606

## Business model

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

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Joel Philip Lagore | CHIEF LEGAL OFFICER | — |
| Jesse Michael Vanvalin | CHIEF INVESTMENT OFFICER | — |
| Timothy Fiske Tenneriello | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICE | — |
| LAGORE JOEL PHILIP | CHIEF LEGAL OFFICER; SHAREHOLDER | — |
| LAGORE SONYA KIM | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER; SHAREHOLDER/ CCO | — |
| VANVALIN JESSE MICHAEL | CHIEF INVESTMENT OFFICER; SHAREHOLDER | — |
| VANVALIN ELIZABETH ANN | CHIEF OPERATIONS OFFICER; SHAREHOLDER | — |
| TENNERIELLO TIMOTHY FISKE | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICE | — |
| Tenneriello Timothy | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICE | — |


## Disclosures (1)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Branch offices (8)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| LIVONIA | MI | 4 | 248-442-0040 |
| LIVONIA | MI | 4 | 248-442-0040 |
| FRISCO | TX | 3 | 469-287-5657 |
| FRISCO | TX | 3 | 469-287-5657 |
| ROCHESTER | MI | 1 | 800-338-4586 |
| SAGINAW | MI | 1 | 810-744-4450 |
| SAGINAW | MI | 1 | 810-744-4450 |
| ROCHESTER | MI | 1 | 800-338-4586 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/312989/brochure
- Similar advisers: https://search.stillhousedata.com/firm/312989/similar
- Related entities: https://search.stillhousedata.com/firm/312989/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/312989

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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.