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| Keyboard |
| Valor Financial Services LLC
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|---|---|
| CRD # | 309377 |
| SEC # | 801-119269 |
| CIK # | |
| AUM | 273.3 M (2026-01-13) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 865-675-1200 |
| Address | 10820 Murdock Drive Knoxville, TN 37932 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,629 | 184.9 |
| (b) Individuals (high net worth individuals) | 46 | 88.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,675 | 273.3 |
| By Discretionary | ||
| Discretionary | 1,675 | 273.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,675 | 273.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 273.3 | |
| Total | 1,675 | 273.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ouellette Wealth Advisory LLC
✚
|
MA | 274.4 M |
|
Udine Wealth Management Inc
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|
273.9 M | |
|
TrueWealth Financial Partners LLC
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|
WA | 273.7 M |
|
Knox Wealth Partners Advisory LLC
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|
Conscious Wealth Investments LLC
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GA | 272.8 M |
|
Firstmetric LLC
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|
MI | 272.1 M |
|
Ryan Investment Management Inc
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|
CO | 272.0 M |
|
Client First Investment Management LLC
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|
WI | 271.9 M |
|
Crossgate Wealth Advisors LLC
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|
PA | 271.9 M |
|
SK Advisor Network LLC
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TX | 271.5 M |