VALOR ADVISORS LLC
SEC RegisteredAbout the firm
Valor Advisors is an independent financial advisor registered with the Securities and Exchange Commission (SEC). The firm provides unbiased advice and a single point of contact service, offering a unique and exclusive model that focuses on delivering customized solutions to help protect and grow clients' global wealth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Valor offers a confidential, single point of contact style service to optimize wealth structure and investment solutions. The firm works with financial entities to enhance wealth ownership structure for preservation and optimal wealth transfer, defines costs and benefits by jurisdiction, negotiates terms, and provides legacy analysis. Services also include educating and training family members on financial principals and capital management, analyzing investment and credit costs, negotiating terms on clients' behalf, and implementing a customized investment methodology based on defined risk and return profiles with daily portfolio evaluation.
Who they serve
Ultra-high net worth families in Latin America
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 66 | $3.7B |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $50M AUM | 1.00% |
| $50M AUM and above | 0.75% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. VALOR ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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