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 targeted at individuals and small businesses. The firm reports a fee model that includes a percentage-of-assets component (and other fee types), and it does not identify itself as a capital allocator. It is not classified as an active ESG investor and is not registered as a multi-state adviser. Regulatory registration year is not listed in the source material. The firm's stated affiliations include other investment adviser activity as well as connections to an insurance company and a real estate broker, which suggests it operates alongside or in partnership with entities across those areas. Owner type is listed as a combination of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Thomas Blachek

    CCOCRD 7149175

  • Jacob Millen

    PresidentCRD 5954316

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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