SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Valur Robo Advisors
New York, NY
Valur Robo Advisors LLC, CRD 318675
Firm filing updated March 27, 2026 ·
- $26.5KAssets
- 14Clients
- 1Advisory staff
- 15Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals14
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 14 | $26,526 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$26,526
- Accounts15
- Discretionary$3,331 in 1 account. Non-discretionary: $23,195 · 14 accounts
- Non-discretionary$23,195 · 14 accounts
People
- Employees2
- Advisory staff1
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Registration details
- Legal name: Valur Robo Advisors LLC SEC-registered investment advisor. CRD 318675, SEC file 801-123279.
- Registered with the SEC as an investment advisor (status date on record: March 3, 2022).
Is Valur Robo Advisors a fiduciary?
Short answer: Valur Robo Advisors is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.