Assets Under Management: $242 million
Headquarters: ANNAPOLIS, MD
High-Net-Worth Clients: 66
Average Client Assets: $2 million
Frequently Asked Questions
VALUEWEALTH SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #304049), VALUEWEALTH SERVICES, LLC is subject to fiduciary duty under federal law.
VALUEWEALTH SERVICES, LLC is headquartered in ANNAPOLIS, MD.
VALUEWEALTH SERVICES, LLC serves 66 high-net-worth clients according to their SEC filing dated November 25, 2025. View client details ↓
According to their SEC Form ADV, VALUEWEALTH SERVICES, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
VALUEWEALTH SERVICES, LLC manages $242 million in client assets according to their SEC filing dated November 25, 2025.
According to their SEC Form ADV, VALUEWEALTH SERVICES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services:
Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.60
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 262
Discretionary Accounts: 241
Non-Discretionary Accounts: 21
This brochure supplement provides information about John Dixon CRD 18350191 that supplements the
ValueWealth Services, LLC brochure. You should have received a copy of that brochure.
Please contact ValueWealth Services, LLC if you did not receive the ValueWealth Services, LLC brochure or if
you have any questions about the contents of this supplement.
Additional information about John Dixon is also available on the SEC’s website at
www.adviserinfo.sec.gov
ValueWealth Services, LLC
Form ADV Part 2B – Individual Disclosure Brochure for
John Robert Dixon
CRD 1835019
Investment Adviser Representative
2444 Solomons Island Road
Suite 212
Annapolis, MD 21401
(410) 286-9230
Version Date: 11/20/2025
Item 2: Educational Background and Business Experience
Name: John Robert Dixon
Born:
August 1960
Education Background and Professional Designations:
1985 Middle Tennessee State, BS, Agri-Business
Business Background:
11/2025 - Present
ValueWealth Services, LLC
Financial Advisor
07/2022 – 11/2025
Dempsey Lord Smith, LLC
Financial Advisor
07/2020 – 07/2023
04/2009 – 03/2021
Optimal Santa GA, LLC
Cosey Financial Services
Partner
Administrator
01/2002 – 03/2021
Joseph Financial Services
Sole Proprietor
Item 3: Disciplinary Information
Mr. John Dixon has no legal or disciplinary events that are material to a client’s or prospective client’s evaluation
of this advisory business.
Item 4: Other Business Activities
Mr. Dixon is dedicated to the investment advisory activities of ValueWealth Services, LLC. He also is an
independent insurance agent for multiple insurance companies. In this role Mr. Dixon transacts in insurance
products including annuities, life, disability and long-term care products. He spends approximately 10 hours a week
in this endeavor. Lastly, Mr. Dixon is half owner of a family farm that maintains bee keeping, hay and chickens.
He spends approximately 10 hours a week in this endeavor, and it is not investment related
Item 5: Additional Compensation
Mr. Dixon does not receive additional compensation other than what is listed above in item 4.
Item 6: Supervision
As a representative of VALUEWEALTH SERVICES, LLC, Mr. John Dixon’s activities are supervised and
monitored by the President and/or Chief Compliance Officer of VALUEWEALTH SERVICES, LLC. This
supervision includes monitoring communications with clients, review of client account activity, review and
approval of new client agreements, and training and guidance on appropriate advice and recommendations provided
to clients. Mr. John Dixon’s supervisor’s contact information is on the cover page of this disclosure document.