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- Custodian
- JP Morgan ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-01-2014
- Office Locations
- 1
Office Locations
About Valor Advisors LLC
Valor Advisors LLC is a Miami-based RIA serving entrepreneurs and ultra-high-net-worth families, with a team led by former J.P. Morgan private bankers. The firm provides discretionary and non-discretionary portfolio management, asset allocation, and manager due diligence across public funds/ETFs, fixed income, and select private funds. Custody includes J.P. Morgan.
Reported data analysis
What the numbers show
Between March 31, 2025 and June 9, 2026, reported AUM increased 28.2%, from $3.1B to $4.0B.
Across 5 reported observations, AUM increased 50.4% between October 20, 2022 and June 9, 2026, from $2.7B to $4.0B.
Of the latest reported AUM, 8.9% is discretionary and 91.1% is non-discretionary.
The firm reports 8 advisory representatives and 66 clients, or 8.3 clients per representative. That equates to $60.7M in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on June 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Valor Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GONZALO ANDRES MENDOZA
Advisor, Chief Financial Officer, Manager
- CRD
- #5197035
- Ownership
- Less than 5%
FRANCISCO IVAN NARVAEZ
Chief Executive Officer, Manager, Partner
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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CLAUDIA Isabel TERAN
Senior Portfolio Manager
- CRD
- #5809432
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $355,703,971 | $23,713,598 |
| Non-Discretionary | $3,649,958,169 | $67,591,818 |
| Total | $4,005,662,140 | $58,053,074 |
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Separately Managed Accounts
SMA allocation detail is available
Valor Advisors LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Valor Advisors LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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