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Valor Advisors LLC

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Client assets under management

$3,725,644,310

Clients

66

100% high-net worth

Advisors

3

of 16 employees

Firm type

Multi Team

More info

Clients per advisor

22

Very Low

Average account size

$56,449,156

About

Valor Advisors serves ultra‑high net worth families, with a primary client base domiciled in Latin America, providing portfolio management, investment consulting, business and transactional consulting, and consolidated reporting for family and entity accounts. The firm does not target lower‑net‑worth retail individuals and offers both discretionary and non‑discretionary arrangements depending on client preference.

Valor’s investment process emphasizes fundamental analysis and a long‑term buy‑and‑hold orientation, applied across global equity, global fixed‑income and emerging‑markets strategies, and supplemented as needed with private placements, structured products, and alternative vehicles. Although the firm offers discretionary management, a substantial portion of assets are managed on a non‑discretionary basis; certain discretionary relationships are instead compensated using performance‑based arrangements subject to internal oversight.

Distinctive features include a large non‑U.S. client concentration centered in Latin America and an uncommon tilt toward non‑discretionary assets, which affects how recommendations are implemented compared with many peers. The firm’s owners also control an affiliated insurance entity, creating potential conflicts when insurance products are recommended, and Valor operates a relatively small advisory team relative to its multibillion‑dollar asset base while generally not offering standalone financial planning.

Client services

Portfolio management

Expertise

Private / alternative investments Options & derivatives strategies Concentrated stock management

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed fees negotiated for consulting services based on complexity and scope.

Percentage

$0 - $50,000,000: 1.0% annually $50,000,000+: 0.75% annually

Commissions

Insurance products sold through affiliate Valor Ins. generate commissions to associated persons; commissions vary by product type, carrier, and structure.

Performance-based

Performance fee charged only if prior year performance is at least 4%; up to 0.35% additional fee if performance is 4%–7%; up to 0.70% additional fee if performance is 7% or more; fees payable annually in January following calendar year end.

Subscriptions

Statement consolidation services fees based on asset value, charged monthly or quarterly; rate and frequency negotiated with client.

Other

Minimum fee: Minimum amount may be required for fixed fee or minimum quarterly fee for non-discretionary management or consulting services, amount depends on service complexity and negotiated with client. Fee-only: Fixed fees negotiated for consulting services; administrative fee as a negotiated percentage of disbursement amount; statement consolidation fees negotiated based on assets, number of accounts, and reporting frequency.

Main office location

Valor Advisors LLC

1441 Brickell Avenue, Suite 1500

Miami FL 33131, United States

Number of offices

2

Most active in

More info

Florida · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 305-424-1432

Advisors at this firm

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user avatar

Francisco S

Series 63, Series 65

Miami, FL

Valor Advisors LLC

Francisco Secada Tubino is a financial advisor at Valor Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Valor Advisors since 2014. He also serves as a director at BD Capital Sociedad Administradora de Fondos de Inversion S.A.C. in Lima, Peru, participating in board meetings related to fund management. Valor Advisors provides discretionary and non-discretionary portfolio management, investment consulting, business transaction advice, and consolidated reporting services. The firm serves ultra-high net worth families in Latin America, as well as high-net-worth individuals, trusts, estates, charitable organizations, and corporate entities, using a fundamental analysis approach combined with tailored allocation recommendations.

Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner
user avatar

Gonzalo M

Series 63, Series 65

Miami, FL

Valor Advisors LLC

Gonzalo Mendoza is a financial advisor at Valor Advisors LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Valor Advisors since 2014, including roles at related entities Valor Capital Management LLC and Valor Ins. LLC. Valor Advisors provides discretionary and non-discretionary portfolio management, investment consulting, business transaction advice, and consolidated reporting services. The firm serves ultra-high net worth families in Latin America, high-net-worth individuals, trusts, estates, charitable organizations, and corporate entities, emphasizing fundamental analysis and a long-term buy-and-hold investment approach tailored to each client’s financial profile.

Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner
user avatar

Claudia T

Series 66

Miami, FL

Valor Advisors LLC

Claudia Teran is a financial advisor at Valor Advisors LLC with 12 years of industry experience. She holds a Series 66 designation and has worked at Valor Advisors since 2017, following three years at HSBC Private Bank (USA). Valor Advisors provides discretionary and non-discretionary portfolio management, investment consulting, business transaction advice, and consolidated reporting services. The firm serves ultra-high net worth families in Latin America as well as high-net-worth individuals, trusts, estates, charitable organizations, and corporate entities, emphasizing fundamental analysis and a primarily long-term buy-and-hold investment approach.

Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner
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