KNOXVILLE, TNCRD 309377Latest ADV January 13, 2026
Valor Financial Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Knoxville, TN. Its latest Form ADV filing, dated January 13, 2026, reports $273M in regulatory assets under management, 2 employees, and 1,675 accounts.
Assets Under Management
$273M
Employees
2
Offices
--
Total Clients
1,675
Primary office
KNOXVILLE, TN
10820 MURDOCK DRIVE, SUITE 102, KNOXVILLE, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 97.3% of total clients.
Top client categories% of clientsClients
1
Individuals
97.3%
1,629
2
HNWI
2.7%
46
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$273Mas of January 13, 2026
Discretionary100.0%
$273M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$273M
Total Accounts1,675
10Y AUM Change+$169M (+162.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee838:1
10Y Employee Change-2 (-50.0%)
* 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.