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VALOR CAPITAL MANAGEMENT

Business and Investment Profile

The VALOR CAPITAL MANAGEMENT is a privately held investment adviser that advises $4.39Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. VALOR CAPITAL MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 104.25% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 15.37 years and is comprised of 1 filing and 0 relying advisers. They operate out of 25 office locations with their Headquarters at 30400 DETROIT ROAD SUITE 201, WESTLAKE, OHIO. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 244 employees comprised of 98 investment and 146 non-investment staff. The total number of Employees increased by 114.04% over the last 5-years.

Asset Profile

Their $4.39Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 79 other accounts. Assets of High Net Worth Individuals clients own $2.09Bn or 47.69% of Total Assets and Individuals own $1.69Bn or 38.5% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

VALOR CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: VALOR CAPITAL MANAGEMENT

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Keywords: Valor Capital Management, C2P Capital Advisory Group, Valor
Generated 2026-09-12T06:48:24.6863373.  © 2026 Convergence.