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.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$26,526Item 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$3,331

Private client RAUM

$26,526derivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

2

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

15

High net worth clients

14

SEC number

801-123279

CRD

318675

Filings on the tape

10

First filed

Jan 21, 2022

Latest filed

Mar 27, 2026

Organised

Limited Liability Company, DE

Website

valurfinance.com

• Occurred

  Mar 29, 2023
  Control person left

  Chance Joseph Gaskins (Chief Financial Officer) no longer on Schedule A of Valur Robo Advisors (listed 2022-02-25, absent 2023-03-29)

  Form ADVobserved 6 days ago
• Occurred

  Jan 21, 2022
  First Form ADV filing

  Valur Robo Advisors filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7923f78b-c0a9-1097-aac7-c1ac2b681eab

First observed

Jan 21, 2022

Last observed

Mar 27, 2026 5 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.