Bank / Wealth / TrustRIA · CRD 309377SEC-Registered

Updated:

Valor Financial Services

Valor Financial Services is an SEC-registered investment adviser in Knoxville, TN, registered since 2020. The firm manages approximately $273 million in...

Valor Financial Services logo

Valor Financial Services

Valor Financial Services is an SEC-registered investment adviser in Knoxville, TN, registered since 2020. The firm manages approximately $273 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2020

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Knoxville

Corporate office

Knoxville, TN, United States

Frequently asked questions

What services does Valor Financial Services provide?

Based on its registration type, Valor Financial Services offers wealth management and financial planning services, which commonly include investment advisory, portfolio management, and financial consulting for individuals and small institutions. Specific service lines beyond this general classification are not publicly detailed.

Who runs investment decisions at Valor Financial Services?

The firm's leadership and investment decision-makers are not disclosed in publicly available records. Valor operates as a privately held advisory practice, and the names of its principals have not been identified through regulatory filings or the firm's limited public documentation.

Does Valor Financial Services manage institutional capital?

The firm's client composition is not publicly disclosed. As a wealth management entity, it likely serves a mix of individual and potentially small institutional clients, but no specific institutional relationships or mandates have been reported.

How does Valor Financial Services source its clients?

Client sourcing methodology is not documented in the public record. Regional advisory firms of this profile typically rely on referrals and localized relationship networks, though Valor's specific approach remains unconfirmed.

What is Valor Financial Services' regulatory status?

Valor Financial Services operates as a financial services firm domiciled in the United States. Specific SEC or state-level registration details have not been confirmed from the current public record.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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