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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

VALOR ADVISORS LLC

CRD 171358

MIAMI, FL

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:a5201fcf-75e7-098c-eedd-1714e02a4cb8

Data as of Sep 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 4
On other graphs: 1
Observed: Apr 25, 2014 to Sep 1, 2026
25 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Valor Advisors LLC

Intermediary · shared crd

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $4.0BItem 5.F on the latest filing (2026-09-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $356M
Private client RAUM: $3.7BderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $1.3Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 16
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 69
High net worth clients: 66
SEC number: 801-79691
CRD: 171358
Filings on the tape: 25
First filed: Apr 25, 2014
Latest filed: Sep 1, 2026
Organised: Limited Liability Company, FL
Website: valorad.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
FRANCISCO ORAZIO SECADA	n/a	MIAMI, FL	3	17	1	no
CLAUDIA Isabel TERAN	n/a	MIAMI, FL	3	13	2	no
GONZALO ANDRES MENDOZA	n/a	MIAMI, FL	0	20	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MENDOZA, GONZALO, ANDRES	MANAGER; CHIEF FINANCIAL OFFICER	Na	yes	04/2014	Apr 25, 2014	Mar 26, 2024
MENDOZA, GONZALO, ANDRES	MEMBER; MANAGER	F	yes	01/2020	Apr 25, 2014	Mar 26, 2024
NARVAEZ, FRANCISCO, IVAN	MEMBER; MANAGER	D	yes	01/2020	Apr 25, 2014	Mar 26, 2024
NARVAEZ, FRANCISCO, IVAN	MANAGER; CHIEF EXECUTIVE OFFICER	Na	yes	04/2014	Apr 25, 2014	Mar 26, 2024
SECADA TUBINO, FRANCISCO, ORAZIO	MEMBER; MANAGER	C	yes	01/2020	Apr 25, 2014	Mar 26, 2024
SECADA TUBINO, FRANCISCO, ORAZIO	MANAGER; CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER	Na	yes	04/2014	Apr 25, 2014	Mar 26, 2024
VALOR CAPITAL MANAGEMENT LLC	Member	E	yes	01/2020	Jan 31, 2020	Mar 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
VALOR INS. LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$4.0B	$356M	16	8	1	n/a	n/a
2024	Mar 31, 2025	$3.1B	$317M	16	8	0	n/a	n/a
2023	Mar 26, 2024	$3.1B	$230M	16	9	0	n/a	n/a
2022	Mar 31, 2023	$2.7B	$213M	16	9	0	n/a	n/a
2021	Mar 30, 2022	$2.7B	$232M	15	8	0	n/a	n/a
2020	Mar 30, 2021	$2.3B	$188M	14	9	0	n/a	n/a
2019	Mar 30, 2020	$1.9B	$173M	13	8	0	n/a	n/a
2018	Mar 25, 2019	$1.8B	$160M	13	8	0	n/a	n/a
2017	Mar 31, 2018	$1.7B	$0	8	8	0	n/a	n/a
2016	Mar 24, 2017	$1.1B	$0	9	4	n/a	n/a	n/a
2015	Mar 22, 2016	$1.0B	$0	6	3	n/a	n/a	n/a
2014	Mar 30, 2015	$451M	$0	4	3	n/a	n/a	n/a

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	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$4.0B	$3.1B	28.2%	$2.7B	14.6%	16	16	0	0

Relationships

Registered with (3)

← GONZALO ANDRES MENDOZAAdvisorregistration: previous registration
Sep 26, 2014 to Dec 31, 2016factForm ADV
← FRANCISCO ORAZIO SECADAAdvisorregistration: previous registration
Sep 26, 2014 to Dec 31, 2016factForm ADV
← CLAUDIA Isabel TERANAdvisorregistration: current employment
Oct 24, 2022 to presentfactForm ADV

Controls (4)

← NARVAEZ, FRANCISCO, IVANOwnerMEMBER; MANAGER, ownership code D, individual
Apr 25, 2014 to Mar 26, 2024factForm ADV
← MENDOZA, GONZALO, ANDRESOwnerMEMBER; MANAGER, ownership code F, individual
Apr 25, 2014 to Mar 26, 2024factForm ADV
← SECADA TUBINO, FRANCISCO, ORAZIOOwnerMEMBER; MANAGER, ownership code C, individual
Apr 25, 2014 to Mar 26, 2024factForm ADV
← VALOR CAPITAL MANAGEMENT LLCOwnerMEMBER, ownership code E, domestic entity
Jan 31, 2020 to Mar 26, 2024factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Valor Advisors Llc reported RAUM $4.0B, up 28% from $3.1B (2025-03-31 to 2026-03-31)
Form ADVobserved 5 days ago
$882M
Occurred
Jan 31, 2020
Succession filed (Item 4)
Valor Advisors Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2018
Regulatory AUM changed
Valor Advisors Llc reported RAUM $1.7B, up 54% from $1.1B (2017-09-15 to 2018-03-31)
Form ADVobserved 5 days ago
$613M
Occurred
Apr 25, 2014
First Form ADV filing
Valor Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a5201fcf-75e7-098c-eedd-1714e02a4cb8
First observed: Apr 25, 2014
Last observed: Sep 1, 2026 19 days 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 ADVISORS LLC

CRD 171358

MIAMI, FL

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:a5201fcf-75e7-098c-eedd-1714e02a4cb8

Data as of Sep 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:51 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

FRANCISCO ORAZIO SECADA

n/a

MIAMI, FL

CLAUDIA Isabel TERAN

n/a

MIAMI, FL

GONZALO ANDRES MENDOZA

n/a

MIAMI, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MENDOZA, GONZALO, ANDRES

MANAGER; CHIEF FINANCIAL OFFICER

yes

04/2014

Apr 25, 2014

Mar 26, 2024

MENDOZA, GONZALO, ANDRES

MEMBER; MANAGER

yes

01/2020

Apr 25, 2014

Mar 26, 2024

NARVAEZ, FRANCISCO, IVAN

MEMBER; MANAGER

yes

01/2020

Apr 25, 2014

Mar 26, 2024

NARVAEZ, FRANCISCO, IVAN

MANAGER; CHIEF EXECUTIVE OFFICER

yes

04/2014

Apr 25, 2014

Mar 26, 2024

SECADA TUBINO, FRANCISCO, ORAZIO

MEMBER; MANAGER

yes

01/2020

Apr 25, 2014

Mar 26, 2024

SECADA TUBINO, FRANCISCO, ORAZIO

MANAGER; CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER

yes

04/2014

Apr 25, 2014

Mar 26, 2024

VALOR CAPITAL MANAGEMENT LLC

Member

yes

01/2020

Jan 31, 2020

Mar 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

VALOR INS. LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$4.0B

$356M

n/a

2024

Mar 31, 2025

$3.1B

$317M

n/a

2023

Mar 26, 2024

$3.1B

$230M

n/a

2022

Mar 31, 2023

$2.7B

$213M

n/a

2021

Mar 30, 2022

$2.7B

$232M

n/a

2020

Mar 30, 2021

$2.3B

$188M

n/a

2019

Mar 30, 2020

$1.9B

$173M

n/a

2018

Mar 25, 2019

$1.8B

$160M

n/a

2017

Mar 31, 2018

$1.7B

n/a

2016

Mar 24, 2017

$1.1B

n/a

2015

Mar 22, 2016

$1.0B

n/a

2014

Mar 30, 2015

$451M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$4.0B

$3.1B

28.2%

$2.7B

14.6%