VALOR ADVISORS LLC

RIASEC RegisteredEst. 2014

Total AUM

$4B

Discretionary

$356M

9% of AUM

Avg account

$58.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: MIAMI, Florida
CRD number: 171358
Registered since: May 19, 2014
Website: www.valorad.com
Custodians: J.P. MORGAN SECURITIES INC., MORGAN STANLEY & CO. LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: HNWI93.01%
Corporations / Businesses5.32%
Charitable Organizations1.67%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Valor Advisors LLC is an independent registered investment adviser that acts as a capital allocator for high-net-worth individuals, families and business clients. SEC registration dates to 2014 and the firm offers portfolio management for individuals, small businesses and institutional business clients. Valor runs a fee mix that includes percentage-of-AUM, fixed fees and performance-based arrangements, which supports customized mandates and incentive-aligned structures for certain clients. Investment behavior is centered on pooled public vehicles for core exposures, with a material allocation to external alternative managers for private markets, hedge strategies and real assets. The firm was recognized in the Financial Times Top 300 RIA Firms list in 2020, reflecting its scale and market presence among independent advisers.