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

$273MItem 5.F on the latest filing (2026-01-13); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$273M

Private client RAUM

$273MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$137Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,675

Individual clients

1,629

High net worth clients

46

Custody, client assets

$224M

SEC number

801-119269

CRD

309377

Filings on the tape

12

First filed

Jul 13, 2020

Latest filed

Jan 13, 2026

Organised

Limited Liability Company, TN

Website

valorfs.net

• Occurred

  Aug 7, 2020
  Control person joined

  Lee Brian Russell (Managing Member) appeared on Schedule A of Valor Financial Services, Llc

  Form ADVobserved 4 days ago
• Occurred

  Jul 13, 2020
  First Form ADV filing

  Valor Financial Services filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9ac5eb7e-bd39-3aed-dfc4-0ba92cdc1209

First observed

Jul 13, 2020

Last observed

Jan 13, 2026 8 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.