CENTRAL VALLEY ADVISORS, LLC

CRD

324974

SEC file #

801-128204

EIN

464658639

DBA names

The Salvetti Group

Economics

AUM

$633.7M

AUM band

$500M-$1B

AUM trajectory

'25 · $607.2M

'26 · $633.7M

'25'26

$607.2M → $633.7M▲ +4%

sec adv history

Client mix

Individuals Other	428
Individuals High Net Worth	162

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 4 advisors

'26 · 4 advisors

'25'26

4 advisors → 4 advisors▬ 0%

sec adv history

Primary office

SACRAMENTO CA

Branches

—

Custodian & Brokerage

Primary custodian

Raymond Jameslow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — businesses

Fee basis

% of AUM

Filings

Latest ADV filing

02/05/2026

ADV-W filed at

—

Website

thesalvettigroup.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

FONSECA LAWRENCE, LACEY, B

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

FONSECA LAWRENCE, LACEY, B

SALVETTI, AMERICO, JOSEPH

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

THESALVETTIGROUP.COM

Rdap Domain Creation Date

2013-11-01T19:40:02Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

MarkMonitor Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002010698

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2024-02-09

Edgar Last Filing Date

2026-04-09

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-09

Accession0001085146-26-000337

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.4502

Soi Zip Pct 200k Plus

0.2349

Soi Zip Returns 200k Plus

2,760

Soi Zip Total AGI

2,433,582

Fdic Zip Total Deposits

9,148,762,000

Fdic Zip Branch Count

Fdic Zip Top Banks

Bank of America, National Association

First-Citizens Bank & Trust Company

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Raymond James	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

3455 AMERICAN RIVER DR.SUITE ASACRAMENTO, CA 95864

Business

3455 AMERICAN RIVER DR.SUITE ASACRAMENTO, CA 95864

Edgar EIN

464658639

Edgar Recent Filings

13F-HR2026-04-09 · 0001085146-26-000337

13F-HR2026-01-12 · 0001085146-26-000068

Fdic Zip Branches Raw

First Interstate Bank of CaliforniaSacramento, CA

Glendale Federal Bank, Federal Savings BankSacramento, CA

Fdic Zip HHI

1973.99

Fdic Zip Top Bank Share Pct

35.51

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-11-01T19:40:02Z

Rdap Domain Last Changed

2025-09-19T01:22:29Z

Rdap Nameservers

A1-20.akam.netA10-65.akam.netA16-65.akam.netA2-65.akam.net

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	26,084
Returns	2,190

Stub 2

AGI	65,374
Returns	1,740

Stub 3

AGI	87,936
Returns	1,410

Soi Zip Total Business Income

82,262

Soi Zip Total Cap Gains

406,511

Soi Zip Total Dividends

79,470

Soi Zip Total Returns

11,750

Top Owner CRD

5126409

Trust Company Affiliate