PPrivate Fund Data Log in Join · $37/mo

Valor Financial Services, LLC

● SEC registered since 2020CRD 309377SEC# 801-119269Knoxville, TN
Export (members)
Reg. AUM
$252.4M
Employees
2
Accounts
1,615
Location
Knoxville, TN

Valor Financial Services, LLC assets under management

Valor Financial Services, LLC is an investment advisory firm registered with the SEC based in Knoxville, TN. The firm has been registered since 2020. It reports $252.4 million in regulatory assets under management and employs 2 people.
valorfs.netView on SEC.gov ↗

Valor Financial Services, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brian Lee Russell ControlManaging Member25-50%2020
William Arthur Timm ControlManaging Member / Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Valor Financial Services, LLC manage?

Valor Financial Services, LLC reports $252.4 million in regulatory assets under management on its Form ADV.

How many employees does Valor Financial Services, LLC have?

Valor Financial Services, LLC reports 2 employees.

Where is Valor Financial Services, LLC located?

Valor Financial Services, LLC is based in Knoxville, TN and has been SEC-registered since 2020.

Does Valor Financial Services, LLC disclose fund performance?

Valor Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10820 Murdock Drive, Suite 102, Knoxville, TN 37932
Phone865-675-1200
Office hours5-Sep
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$252.4M
Non-discretionary$0
Total (RAUM)$252.4M