Valor Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 31, 2026, reports $4.0B in regulatory assets under management, 16 employees, 1 office, and 69 accounts.
Assets Under Management
$4.0B
Employees
16
Offices
1 office
Total Clients
66
Primary office
MIAMI, FL
1441 BRICKELL AVENUE, SUITE 1500, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
66
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.0Bas of March 31, 2026
Discretionary8.9%
$356M
9% of total RAUM8.9%
Non-discretionary91.1%
$3.6B
91% of total RAUM91.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.0B
Total Accounts69
10Y AUM Change+$2.9B (+253.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee4:1
10Y Employee Change+7 (+77.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.