# Valor Investments and Planning

Valor Investments and Planning is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** valorinvestment.group
- **LinkedIn:** https://www.linkedin.com/company/valor-investments-and-planning

## Regulatory record

- **CRD number:** 323129
- **SEC file number:** 801-126665
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323129

## About

Valor Investments and Planning (VIP) is a privately owned and independent Registered Investment Advisory (RIA). They provide asset management and financial planning services and operate in a fiduciary capacity for clients. They work with business owners, individuals, trusts, fiduciaries, plan sponsors, and charitable organizations. Valor Investments and Planning is a member of Valor Strategy Group.

## People

- Jacob Millen — President
- Thomas Blachek — Vice President
- Michael Snyder — Advisor
- Alex Merriman — Advisor
- Tom G. Rutherford — Advisor
- Chris Brindle — Advisor

## Questions

### Does Valor Investments and Planning disclose its AUM?

No. The firm has not published an AUM figure on any public platform, including SEC filings or corporate websites. Its AUM is therefore treated as undisclosed.

### Who controls investment decisions at this firm?

No named principal or investment committee is identified in accessible sources. The firm's ownership and decision-making structure are not publicly documented.

## Related profiles

- [TSA Wealth Management](https://altss.com/profile/tsa-wealth-management)
- [Verus Wealth Management](https://altss.com/profile/verus-wealth-management)

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Last updated: 2026-08-11T15:08:22.057Z

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