DFX Intelligence

Data Factory

RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

VALOR WEALTH PARTNERS

VALOR WEALTH PARTNERS, LLC, CRD 315179

WASHINGTON, DC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0f5ac76f-93fd-52dd-beba-47cf08ea8ad0

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Jun 30, 2026 to Jun 30, 2026
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $63.5MItem 5.F on the latest filing (2026-06-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $63.5M
Private client RAUM: $63.5MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 4
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 317
Individual clients: 111
High net worth clients: 45
CRD: 315179
Filings on the tape: 1
First filed: Jun 30, 2026
Latest filed: Jun 30, 2026
Organised: Limited Liability Company, DC
Website: fedchat.buzzsprout.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
EDWARD CHARLES SMITH	Certified Financial Planner	WASHINGTON, DC	4	26	4	no
Amanda Jane Lique	n/a	WASHINGTON, DC \| Haverhill, MA	4	21	1	no
Zubin Kapur	n/a	WASHINGTON, DC	2	21	n/a	no

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	n/a	0	0	0	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CS PLANNING CORP	2	Jun 1, 2022	Apr 13, 2022	BOSTON, MA	Team lift out	RIA to state RIA	8.0%

Relationships

Registered with (5)

← Zubin KapurAdvisorregistration: current employment
Apr 2, 2024 to presentfactForm ADV
← EDWARD CHARLES SMITHAdvisorregistration: current employment
Apr 13, 2022 to presentfactForm ADV
← Amanda Jane LiqueAdvisorregistration: current employment
Apr 13, 2022 to presentfactForm ADV
← Charles Michael FeehelyAdvisorregistration: previous registration
Aug 5, 2025 to Nov 17, 2025factForm ADV
← William ThompsonAdvisorregistration: previous registration
Jun 24, 2022 to Jun 1, 2023factForm ADV

Moved with (1)

← CS PLANNING CORPRegistered adviser2 advisors, team lift out, same day
Jun 1, 2022 to Apr 13, 2022factForm ADV

Dated events

Occurred
Nov 17, 2025
Advisor changed firm
Charles Michael Feehely left Valor Wealth Partners for Xypn Sapphire (registered 2026-01-02)
Form ADVobserved 4 days ago
Occurred
Jun 1, 2023
Advisor changed firm
William Thompson left Valor Wealth Partners for Mercer Global Advisors Inc. (registered 2023-08-08)
Form ADVobserved 4 days ago
Occurred
Jun 1, 2022
Team lift-out
2 advisors left CS Planning Corp (Boston, MA) for Valor Wealth Partners on the same day
Form ADVobserved 4 days ago
2 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0f5ac76f-93fd-52dd-beba-47cf08ea8ad0
First observed: Jun 30, 2026
Last observed: Jun 30, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

VALOR WEALTH PARTNERS

VALOR WEALTH PARTNERS, LLC, CRD 315179

WASHINGTON, DC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0f5ac76f-93fd-52dd-beba-47cf08ea8ad0

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:22 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

EDWARD CHARLES SMITH

Certified Financial Planner

WASHINGTON, DC

Amanda Jane Lique

n/a

WASHINGTON, DC | Haverhill, MA

Zubin Kapur

n/a

WASHINGTON, DC

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CS PLANNING CORP

Jun 1, 2022

Apr 13, 2022

BOSTON, MA

Team lift out

RIA to state RIA

8.0%