# Valur Robo Advisors

> 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.

- CRD: 318675
- Filed as: VALUR ROBO ADVISORS
- Legal name: Valur Robo Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318675
- AdvisorCensus page: https://advisorcensus.com/firm/valur-robo-advisors-new-york-ny-318675

## Quick answers

**How is Valur Robo Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Valur Robo Advisors reports these compensation arrangements: a percentage of assets under its management.

**How much does Valur Robo Advisors charge?**
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.

**Where is Valur Robo Advisors located?**
Valur Robo Advisors' principal office is in New York, NY, according to its Form ADV.

**Is Valur Robo Advisors registered with the SEC or a state?**
Valur Robo Advisors is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318675.

**How much does Valur Robo Advisors manage?**
Valur Robo Advisors reports $26,526 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (13% discretionary).

**How have Valur Robo Advisors' assets and staff changed since 2022?**
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.

**What types of clients does Valur Robo Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (14).

**Which custodians does Valur Robo Advisors use?**
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.

**Does Valur Robo Advisors 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/318675

**What changed in Valur Robo Advisors' recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Asset-based fee: 1% of assets a year

> 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

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab

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: $26,526
- Discretionary: $3,331
- Non-discretionary: $23,195

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 14 | $26,526 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [valurfinance.com](https://valurfinance.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 4 | February 25, 2022 |
| October 2023 | Not reported | 4 | March 29, 2023 |
| October 2024 | Not reported | 5 | September 27, 2024 |
| October 2025 | $2,917,821 | 5 | March 27, 2025 |
| October 2026 | $26,526 | 2 | March 27, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $2,917,821 to $26,526 (-99%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Valur Robo Advisors (CRD 318675): Form ADV filing data as of October 2026.