# Valor Advisors LLC

> Valor Advisors LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 1, 2026.

- CRD: 171358
- Filed as: VALOR ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171358
- AdvisorCensus page: https://advisorcensus.com/firm/valor-advisors-llc-miami-fl-171358

## Quick answers

**How is Valor Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Valor Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other.

**Where is Valor Advisors LLC located?**
Valor Advisors LLC's principal office is in Miami, FL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Valor Advisors LLC registered with the SEC or a state?**
Valor Advisors LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 171358.

**How much does Valor Advisors LLC manage?**
Valor Advisors LLC reports $4,005,662,140 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (9% discretionary).

**How have Valor Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Valor Advisors LLC: Regulatory assets under management: $2,329,015,880 in the October 2021 data and $4,005,662,140 in the October 2026 data, up 72%. Total employees: 14 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Valor Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (66).

**Which custodians does Valor Advisors LLC use?**
Valor Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists J.P. Morgan Securities LLC and Morgan Stanley & Co. LLC as custodians holding 10% or more of its separately managed account assets.

**Does Valor Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/171358

**Does Valor Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "We do not impose a minimum account value requirement for clients to subscribe to our advisory services."

**What changed in Valor Advisors LLC's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: None

> We do not impose a minimum account value requirement for clients to subscribe to our advisory services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- J.P. Morgan Securities LLC
- Morgan Stanley & Co. LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $4,005,662,140
- Discretionary: $355,703,971
- Non-discretionary: $3,649,958,169

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 66 | $3,725,644,310 |
| Charitable organizations | Fewer than 5 | $66,918,942 |
| Corporations or other businesses not listed above | Fewer than 5 | $213,098,888 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2014 (12 years)
- Employees: 16 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Miami, FL

### Websites listed on Form ADV (Item 1.I)
- valorad.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,329,015,880 | 14 | March 30, 2021 |
| October 2022 | $2,662,673,765 | 15 | March 30, 2022 |
| October 2023 | $2,662,274,951 | 16 | March 31, 2023 |
| October 2024 | $3,143,177,706 | 16 | March 26, 2024 |
| October 2025 | $3,123,404,927 | 16 | March 31, 2025 |
| October 2026 | $4,005,662,140 | 16 | September 1, 2026 |

Regulatory assets under management: $2,329,015,880 in the October 2021 data and $4,005,662,140 in the October 2026 data, up 72%.
Total employees: 14 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### July 2026
- No longer lists an office in Miami, FL.

### April 2026
- Regulatory assets under management went from $3,123,404,927 to $4,005,662,140 (+28%).
- Added an office in Miami, FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Valor Advisors LLC (CRD 171358): Form ADV filing data as of October 2026.