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Acie Clayborne

Values Added Financial

Washington, DC

Athens, OH

CRD 7174324

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Employer firm

Values Added Financial CRD 288912

$314M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Values Added Financial

Washington, DC • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-12-09
OH RA APPROVED 2025-12-04
  • DC RA
    APPROVED
    Since 2025-12-09
  • OH RA
    APPROVED
    Since 2025-12-04

Branch Locations

Washington, DC • United States

Athens, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rebel Financial Gahanna OH 07/2019 06/2023
Enterprise Holdings Obetz OH 11/2016 07/2019
Unemployed Athens OH 07/2016 11/2016
Ohio University Athens OH 07/2023 07/2025
Values Added Financial, Llc Washington DC 08/2025 Present
  • 07/2019 → 06/2023
    Rebel Financial
    Gahanna, OH
  • 11/2016 → 07/2019
    Enterprise Holdings
    Obetz, OH
  • 07/2016 → 11/2016
    Unemployed
    Athens, OH
  • 07/2023 → 07/2025
    Ohio University
    Athens, OH
  • 08/2025 → Present
    Values Added Financial, Llc
    Washington, DC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-01
  • S65 Uniform Investment Adviser Law Examination
    2025-12-01
Other Names
  • Acie Middleton

View on SEC IAPD

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