{
  "crd_number": 318675,
  "slug": "valur-robo-advisors-new-york-ny-318675",
  "primary_business_name": "VALUR ROBO ADVISORS",
  "legal_name": "VALUR ROBO ADVISORS LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-03-03",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 26526.0,
  "raum_discretionary": 3331.0,
  "raum_non_discretionary": 23195.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 26526.0,
      "count": 14
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY"
  ],
  "websites": [
    "https://valurfinance.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318675",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/valur-robo-advisors-new-york-ny-318675",
  "display_name": "Valur Robo Advisors",
  "summary": "Valur Robo Advisors is an SEC-registered investment advisory firm in New York, NY, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Valur Robo Advisors (CRD 318675): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Valur Robo Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Valur Robo Advisors reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Valur Robo Advisors charge?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Valur Robo Advisors located?",
      "a": "Valur Robo Advisors' principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Valur Robo Advisors registered with the SEC or a state?",
      "a": "Valur Robo Advisors is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318675."
    },
    {
      "q": "How much does Valur Robo Advisors manage?",
      "a": "Valur Robo Advisors reports $26,526 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (13% discretionary)."
    },
    {
      "q": "How have Valur Robo Advisors' assets and staff changed since 2022?",
      "a": "In the Form ADV data for Valur Robo Advisors: Regulatory assets under management: $0 in the October 2022 data and $26,526 in the October 2026 data. Total employees: 4 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Valur Robo Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (14)."
    },
    {
      "q": "Which custodians does Valur Robo Advisors use?",
      "a": "Valur Robo Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Valur Robo Advisors report any disciplinary disclosures?",
      "a": "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/318675"
    },
    {
      "q": "What changed in Valur Robo Advisors' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $2,917,821 to $26,526 (-99%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 4,
      "filing_date": "2022-02-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 4,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 5,
      "filing_date": "2024-09-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2917821.0,
      "total_employees": 5,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 26526.0,
      "total_employees": 2,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $2,917,821 to $26,526 (-99%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "1% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1% of assets a year"
        ],
        "quotes": [
          "The Fee will generally consist of a quarterly cost of 25 basis points of the Client’s assets under management. On an annual basis, this percentage represents a fee of 1.00% of a Client’s assets under management"
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 1.0
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The Fee will generally consist of a quarterly cost of 25 basis points of the Client’s assets under management. On an annual basis, this percentage represents a fee of 1.00% of a Client’s assets under management"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab",
      "name_as_filed": "CHARLES SCHWAB",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/valur-robo-advisors-new-york-ny-318675.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 14,
      "fewer_than_5": false,
      "raum": 26526.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318675",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}