Valor Capital Management LLC

RIAState Registered
Total AUM
$37.2M
Discretionary
$37.2M
100% of AUM
Avg account
$102K
Accounts
364
Employees
1
Advisory reps
2

Firm details

Headquarters
Easton, Pennsylvania
CRD number
336472
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Other
Client types
  • Other Investment Advisers100%

Firm profile

FINTRX

Overview

Valor Capital Management LLC is a Pennsylvania-registered limited liability company that provides advisory services alongside broker-dealer activities: the firm is listed as a registered representative of a broker-dealer and also reports an advisory fee arrangement that includes a percentage-of-AUM element plus other fees. Ownership is reported as a mix of a domestic entity and an individual. Valor does not list itself as an ESG investor and is not presented as a multi-state adviser or pension consultant. The firm also notes industry affiliations with another investment adviser and with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 75%, Exchange Traded Equities 16%, Cash & Cash Equivalents 6%, US Government Bonds 2%, State & Local Bonds 1%75%
  • Public Funds/Mutual Funds75%
  • Exchange Traded Equities16%
  • Cash & Cash Equivalents6%
  • US Government Bonds2%
  • State & Local Bonds1%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Easton, PA

Northampton

Location

Easton, PA

Headquartered in Easton, PA, in the Northeast of the United States.

Region
Northeast
County
Northampton
Address
109 N 4th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth