SourcingSourcing

VALOR FINANCIAL SERVICES, LLC

C41
CRD 309377·SEC 801-119269·KNOXVILLE, TN
AUM
$273.3M
$100M-$500M
Est. Revenue
$2.7M
@ 1% on AUM
Est. EBITDA
$820K
@ 30% margin
Est. Deal Value
$6.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VALOR FINANCIAL SERVICES, LLC
CRD
309377
SEC file #
801-119269
EIN
—
DBA names
—

Economics

AUM
$273.3M
AUM band
$100M-$500M
AUM trajectory
'21'26
$104.0M → $273.3M▲ +163%
Client mix
Individuals Other1,629
Individuals High Net Worth46

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'21'26
3 advisors → 2 advisors▼ -33%
Primary office
KNOXVILLE TN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
01/13/2026
ADV-W filed at
—
Website
valorfs.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TIMM, WILLIAM, ARTHUR
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
TIMM, WILLIAM, ARTHUR
RUSSELL, BRIAN, LEE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
VALORFS.NET
Rdap Domain Creation Date
2020-05-22T21:56:48Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
Wix.com Ltd.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3929
Soi Zip Pct 200k Plus
0.1279
Soi Zip Returns 200k Plus
1,510
Soi Zip Total AGI
1,332,056
Fdic Zip Total Deposits
1,972,640,000
Fdic Zip Branch Count
60
Fdic Zip Top Banks
Regions Bank
SouthEast Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
BankEastKnoxville, TN
BankEastKnoxville, TN
Fdic Zip HHI
1783.52
Fdic Zip Top Bank Share Pct
26.28
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-22T21:56:48Z
Rdap Domain Last Changed
2026-04-23T16:48:40Z
Rdap Nameservers
Ns4.wixdns.netNs5.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI28,690
Returns2,360
Stub 2
AGI73,175
Returns1,980
Stub 3
AGI99,337
Returns1,610
Soi Zip Total Business Income
65,301
Soi Zip Total Cap Gains
78,650
Soi Zip Total Dividends
19,636
Soi Zip Total Returns
11,810
Top Owner CRD
3233169
Trust Company Affiliate
No

People (2)

2
TIMM, WILLIAM, ARTHUR
IAR · Direct Owner · 87.5%
3233169
RUSSELL, BRIAN, LEE
IAR · Direct Owner · 37.5%
3267319