Valur ROBO Advisors
SEC RegisteredInvest in oil & gas funds
About the firm
Valur Finance is a platform built with high earners in mind that helps high earners and business owners reduce their taxable income substantially with tax-advantaged oil & gas funds. The platform provides comprehensive tools to evaluate strategies, size investments, and complete the investment process in real time.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory tools and a streamlined platform for evaluating, calculating, and investing in tax-advantaged oil & gas funds, including onboarding, diligence, and investment sizing.
Who they serve
High earners and business owners with high taxable income
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 14 | $27k |
Leadership
Office locations
Regulatory & compliance
Data as of March 27, 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. Valur ROBO Advisors 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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