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VALOR ADVISORS LLC

CRD 171358File 801-79691
APPROVED
Retail clients
Filing as of Sep 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.01B
Top 25% of cohort (national)
Discretionary AUM
$355.7M
Non-discretionary $3.65B
Clients
66
69 accounts
Employees
16
Top 10% of cohort in FL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
May 19, 2014
Principal office
1441 BRICKELL AVENUE, SUITE 1500, MIAMI, FL, 33131
Phone
305-424-1432

Assets & accounts

ADV Item 5F
Total regulatory AUM
$4.01B
Discretionary AUM
$355.7M
Non-discretionary AUM
$3.65B
Discretionary accounts
15
Non-discretionary accounts
54
Total accounts
69
AUM per client
$60.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$213.1M
Charitable organizationsFewer than 5$66.9M
High net worth individuals66$3.73B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Fixed fees
  • Other (described) — ADMINISTRATIVE FEES
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Clients6166increased by5
Apr 1, 2026AUM$3,123,404,927$4,005,662,140increased by$882,257,213
Apr 1, 2026Accounts6469increased by5
May 1, 2025
vs Oct 1, 2022
Employees1516increased by1
May 1, 2025
vs Oct 1, 2022
Clients5361increased by8
May 1, 2025
vs Oct 1, 2022
AUM$2,662,673,765$3,123,404,927increased by$460,731,162
May 1, 2025
vs Oct 1, 2022
Accounts5464increased by10
Apr 1, 2022Employees1415increased by1
Apr 1, 2022Clients4053increased by13
Apr 1, 2022AUM$2,329,015,880$2,662,673,765increased by$333,657,885
Apr 1, 2022Accounts4154increased by13
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “VALOR ADVISORS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VALOR ADVISORS” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.