VALOR FINANCIAL SERVICES, LLC

CRD 309377File 801-119269

APPROVED

Retail clients

Custody

Filing as of Jan 13, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$273.3M

Below cohort median (national)

Discretionary AUM

$273.3M

Clients

1,675

1,675 accounts

Employees

Below cohort median in TN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Aug 12, 2020
Principal office: 10820 MURDOCK DRIVE, SUITE 102, KNOXVILLE, TN, 37932
Phone: 865-675-1200
Website: https://valorfs.net/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $273.3M
Discretionary AUM: $273.3M
Non-discretionary AUM: $0
Discretionary accounts: 1,675
Non-discretionary accounts: 0
Total accounts: 1,675
AUM per client: $163K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	46	$88.3M
Individuals (other than high net worth individuals)	1,629	$184.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
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

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.