Standard Valuations Inc
SEC-registered
Investment Adviser
CRD 112413
· SEC file 801-51307
· White Bear Lake, MN
· WWW.STANDARDVALUATIONS.COM
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ADV data as of Mar 26, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 100
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 97 | $0 | — |
| State or municipal government entities | 1 | — | — |
| Corporations and other businesses | 2 | — | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Plumbers And Steamfitters Local 521 Annuity Fund Plumbers And Steamfitters Local 521 Annuity Fund | Ona, WV | 2024 |
| United Assn Of Plumbers And Steamfitters 521 Pension Fund United Assn Of Plumbers And Steamfitters 521 Pension Fd | Ona, WV | 2024 |
| Plumbers & Pipefitters Local 152 Retirement Annuit Jt Brd Trustees Plumbers & Pipefitters | Ona, WV | 2024 |
| International Brotherhood Of Electrical Workers Local No 725 Supplemental Pension Trust Board Of Trustees, Ibew Local No. 725 | Indianapolis, IN | 2024 |
| Plumbers & Steamfitters Local 248 Annuity Plan Board Of Trustees Plm & Steamfitters 248 Annuity Pln | 2024 | |
| I.U.O.E. Local #132 Annuity & Savings Fund I.U.O.E. #132 Annuity & Savings Fd | Huntington, WV | 2024 |
| Cumberland, Md & Vicinity Building & Construction Employees Trust Fund Cumberland, Md & Vicinity Building & Construction Employees Trust Fun | 2024 | |
| Roofers Local No. 86 Pension Fund Board Of Trustees, Roofers Local Union No. 86 Pension Fund | 2024 | |
| Plumbers & Pipefitters Local 152 Pension Tr Fund Plumbers & Pipefitters Local 152 Pension Trust Fund | Ona, WV | 2024 |
| Bricklayers Local No. 55 Pension Plan Board Of Trustees, Bricklayers Local No. 55 Pension Plan | 2024 | |
| I.U.O.E. Local 132 Pension Fund I.U.O.E. Local 132 Pension Fund | Huntington, WV | 2024 |
| Plumbers & Steamfitters Local 248 Pension Trust Plan Trustees Of Plumbers & Steamfitter Pension Trust Fund | 2024 | |
| Ibew 648 Pension Plan Ibew 648 Pension Plan | 2024 | |
| Millwright Local Union 1554 Supplemental Pension Plan Bd Of Trustees Millwright Local Union No. 1554 Supplemental Pension P | 2024 | |
| Ironworkers 568 Retirement Plan The Board Of Trustees Of The Ironworkers 568 Retirement Plan | 2024 | |
| Ironworkers Laborers Pension Plan Of Cumberland Md Trustees Of Ironworkers Laborers Pension Plan Of Cumberland, Md | 2024 | |
| Ibew Local Union No. 915 Pension Annuity Fund Ibew Local No. 915 Pension Annuity Fund | 2024 | |
| Bar & Restaurant And On Sale Pension Plan Joint Board Of Trustees Of Local 17 | 2024 | |
| Ibew Local 466 Pension Plan Joint Board Of Trustees Of Ibew Local 466 Pension | 2024 | |
| Minnesota Cement Masons Pension Fund Trustees Of Minnesota Cement Masons Pension Fund | 2024 | |
| District Council 82 Painting Industry Pension Plan Trustees Of District Council 82 Painting Industry Pension Plan | 2024 | |
| Local Union 317 Electrical Pension Plan Jt Brd Of Trustees Of Local Union 317 Electrical Pension Plan | 2024 | |
| Plumbers & Steamfitters Local 565 Pension Plan Plumbers & Steamfitters Local 565 | 2024 | |
| American Federation Of Government Employees Pension Plan American Federation Of Government Employees | 2024 | |
| Birmingham P & S Local Union No. 91 Pension Fund Bps Local 91 Pension Fund | Birmingham, AL | 2024 |
| Ibew Local 16, Afl Cio & Multi Employer Pension Plan Ibew Local 16, Afl Cio & Multi Employer Pension Plan | 2024 | |
| Plumbers & Steamfitters Local 184 Supplemental Pension Plan Bd Of Trustees Plumbers & Steam Fitters Local 184 Supplemental | 2024 | |
| Sheet Metal Workers Local No. 4 Pension Plan Sheet Metal Workers Local No. 4 Pension Plan | 2024 | |
| Electricians Local Union No. 606 Pension Annuity Fund Trustees Of Electricians Local Union No. 606 Pension Annuity Fund | 2024 | |
| Cincinnati Stage Employees Local 5 Pension Plan The Trustees Of The Cincinnati Stage Employees Local 5 Pension Plan | Cincinnati, OH | 2024 |
| Twin Cities & Vicinity Conference Board Pension Trust Twin Cities & Vicinity Conference Board | 2024 | |
| Ibew Local 596 Pension Fund Joint Board Of Trustees Of Ibew Local 596 Pension Fund | 2024 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Elvin, Richard, Lynn | President | Nov 2009 (17y) | Less than 5% | |
| Elvin, Deann, Derby | Owner/Chief Compliance Officer | Nov 2022 (4y) | 75% or more | |
| Elvin, Andrew, Derby | Chief Executive Officer | Dec 2022 (4y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (32)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Plumbers And Steamfitters Local 521 Annuity Fund | Plumbers And Steamfitters Local 521 Annuity Fund | 154 | $12.9M | 07/01/2024 |
| United Assn Of Plumbers And Steamfitters 521 Pension Fund | United Assn Of Plumbers And Steamfitters 521 Pension Fd | 143 | $36.7M | 07/01/2024 |
| Plumbers & Pipefitters Local 152 Retirement Annuit | Jt Brd Trustees Plumbers & Pipefitters | 2,851 | $75.0M | 06/01/2024 |
| International Brotherhood Of Electrical Workers Local No 725 Supplemental Pension Trust | Board Of Trustees, Ibew Local No. 725 | 1,478 | $128M | 06/01/2024 |
| Plumbers & Steamfitters Local 248 Annuity Plan | Board Of Trustees Plm & Steamfitters 248 Annuity Pln | 358 | $14.0M | 06/01/2024 |
| I.U.O.E. Local #132 Annuity & Savings Fund | I.U.O.E. #132 Annuity & Savings Fd | 6,113 | $105M | 06/01/2024 |
| Cumberland, Md & Vicinity Building & Construction Employees Trust Fund | Cumberland, Md & Vicinity Building & Construction Employees Trust Fun | 217 | $64.3M | 05/01/2024 |
| Roofers Local No. 86 Pension Fund | Board Of Trustees, Roofers Local Union No. 86 Pension Fund | 115 | $17.0M | 05/01/2024 |
| Plumbers & Pipefitters Local 152 Pension Tr Fund | Plumbers & Pipefitters Local 152 Pension Trust Fund | 227 | $81.9M | 05/01/2024 |
| Bricklayers Local No. 55 Pension Plan | Board Of Trustees, Bricklayers Local No. 55 Pension Plan | 153 | $11.4M | 05/01/2024 |
| I.U.O.E. Local 132 Pension Fund | I.U.O.E. Local 132 Pension Fund | 1,524 | $559M | 04/01/2024 |
| Plumbers & Steamfitters Local 248 Pension Trust Plan | Trustees Of Plumbers & Steamfitter Pension Trust Fund | 344 | $83.9M | 04/01/2024 |
| Ibew 648 Pension Plan | Ibew 648 Pension Plan | 456 | $90.0M | 03/01/2024 |
| Millwright Local Union 1554 Supplemental Pension Plan | Bd Of Trustees Millwright Local Union No. 1554 Supplemental Pension P | 0 | $0 | 01/01/2024 |
| Ironworkers 568 Retirement Plan | The Board Of Trustees Of The Ironworkers 568 Retirement Plan | 95 | $10.8M | 01/01/2024 |
| Ironworkers Laborers Pension Plan Of Cumberland Md | Trustees Of Ironworkers Laborers Pension Plan Of Cumberland, Md | 182 | $18.9M | 01/01/2024 |
| Ibew Local Union No. 915 Pension Annuity Fund | Ibew Local No. 915 Pension Annuity Fund | 1,919 | $115M | 01/01/2024 |
| Bar & Restaurant And On Sale Pension Plan | Joint Board Of Trustees Of Local 17 | 236 | $9.8M | 01/01/2024 |
| Ibew Local 466 Pension Plan | Joint Board Of Trustees Of Ibew Local 466 Pension | 473 | $146M | 01/01/2024 |
| Minnesota Cement Masons Pension Fund | Trustees Of Minnesota Cement Masons Pension Fund | 788 | $286M | 01/01/2024 |
| District Council 82 Painting Industry Pension Plan | Trustees Of District Council 82 Painting Industry Pension Plan | 920 | $319M | 01/01/2024 |
| Local Union 317 Electrical Pension Plan | Jt Brd Of Trustees Of Local Union 317 Electrical Pension Plan | 841 | $179M | 01/01/2024 |
| Plumbers & Steamfitters Local 565 Pension Plan | Plumbers & Steamfitters Local 565 | 605 | $35.4M | 01/01/2024 |
| American Federation Of Government Employees Pension Plan | American Federation Of Government Employees | 282 | $186M | 01/01/2024 |
| Birmingham P & S Local Union No. 91 Pension Fund | Bps Local 91 Pension Fund | 389 | $31.2M | 01/01/2024 |
Top 25 of 32 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 851 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗