Valor Investments And Planning Llc
- Regulatory AUM
- $97.9M
- Discretionary
- $97.9M
- Clients
- 242
- Avg AUM / client
- $405K
- Accounts
- 1,032
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 222 | $64.6M | 65.9% |
| High net worth individuals | 13 | $25.4M | 25.9% |
| Pension and profit sharing plans | 7 | $6.8M | 6.91% |
| Charitable organizations | Fewer than 5 clients | $683K | 0.7% |
| State or municipal government entities | Fewer than 5 clients | $477K | 0.49% |
| Corporations and other businesses | Fewer than 5 clients | $14.8K | 0.02% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Millen, Matthew, G | Managing Member | Mar 2015 (11y) | ≈ 37.5% – 75% via Valor Group Limited | |
| Potter, Matthew, J | Managing Member | Mar 2015 (11y) | ≈ 12.5% – 37.5% via Valor Group Limited | |
| Jacob Millen | Elected Manager | Jun 2022 (4y) | ≈ 12.5% – 37.5% via Millen, Blachek And Associates, Llc | |
| Thomas Ashely Blachek | Elected Manager, Cco | Jun 2022 (4y) | ≈ 12.5% – 37.5% via Millen, Blachek And Associates, Llc | |
| Michael Glenn Snyder | Registered representative | Feb 2023 (4y) | ||
| Alexander Gunbymerriman | Registered representative | Jan 2024 (3y) | ||
| Thomas Glenn Rutherford | Registered representative | Apr 2024 (2y) | ||
| Christopher James Brindle | Registered representative | Jan 2025 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Valor Group Limited | Member | Jun 2022 | A | 50% – 75% |
| Millen, Blachek And Associates, Llc | Member | Jun 2002 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Millen, Matthew, G: 75% – 100% of Valor Group Limited × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Potter, Matthew, J: 25% – 50% of Valor Group Limited × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Jacob Millen: 50% – 75% of Millen, Blachek And Associates, Llc × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
- Thomas Ashely Blachek: 50% – 75% of Millen, Blachek And Associates, Llc × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.25 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $69.9M (71% of AUM) Mar 2026
- Assetmark Trust Company $19.8M (20% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗