Valor Capital Management LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
2

Firm details

Headquarters
Easton, Pennsylvania
CRD number
336472
Fee structure
Percentage of AUM, Other
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Valor Capital Management LLC is organized as a limited liability company that provides portfolio management services aimed at individuals and small businesses. The firm reports a fee model that includes a percentage-of-AUM component and other fee arrangements. Public-facing data classifies the firm as unclassified for adviser type and indicates it is not a multi-state adviser, not a pension consultant, and not an active ESG investor. Reported industry affiliations include other investment adviser activity, an insurance company relationship, and a real estate broker link, which suggests the firm operates with connections across advisory, insurance, and property markets.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Thomas Blachek

    Thomas Blachek

    CCOCRD 7149175

  • Jacob Millen

    Jacob Millen

    PresidentCRD 5954316

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Easton, PA

Northampton

Location

Easton, PA

Headquartered in Easton, PA, in the Northeast of the United States.

Region
Northeast
County
Northampton
Address
109 N 4th St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth