$4.0B Total AUM
$355.7M Disc. AUM
13.8% 3Y CAGR
16 Employees
66 ADV. Clients
12 yrs Firm Age
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- Custodian
- JP Morgan ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2014
- Office Locations
- 1
Office Locations
1441 Brickell Avenue Suite 1500 Miami FL
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.
Team overview
-- AVG AGE
$500.7M AVG AUM / ADVISOR
$60.7M AVG AUM / CLIENT
9.6 yrs AVG TENURE
16 Employees
8 Advisory Reps
3 RIA Reps
12yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
G
GONZALO ANDRES MENDOZA
Advisor, Chief Financial Officer, Manager
- CRD
- #5197035
- Ownership
- Less than 5%
Available
Available
Available
F
FRANCISCO IVAN NARVAEZ
Chief Executive Officer, Manager, Partner
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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C
CLAUDIA Isabel TERAN
--
- CRD
- #5809432
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Public Funds:
Available Corporate - Investment Grade:
Available Private Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Non-Investment Grade:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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