John Durham has been Founder and Managing Partner of Valen Private Capital since June 2026, is a control person of the firm and directly owns under 5% of it. John Durham holds a Juris Doctor from Delaware Law School and a Master of Laws in Taxation from Villanova University School of Law. John Durham studied at Arizona State University.
Valen Private Capital, LLC. is a Paoli, PA firm with $483M under management, 89 clients and 2 advisers in one office, as of its September 2026 filing.
John P. Durham is Founder and Managing Partner of Valen Private Capital, based in Paoli, PA. He founded the firm after more than two decades advising families, and his practice is built around taxable portfolios. Before founding Valen, he spent more than twenty years at Merrill Lynch, most recently as Senior Vice President and Senior Financial Advisor. Earlier he was Vice President at Coho Partners and held investment positions at Delaware Investments.
John Durham’s longest registration was 21 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2004–2026). Before joining Valen Private Capital in 2026, John Durham was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Valen Private Capital, LLC.Current– present · under a yearPaoli, PA · Adviser representative · Firm CRD 342364
- Sanctuary Advisors, LLC– · under a yearPaoli, PA · Adviser representative · Firm CRD 226606
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 21 yearsBala Cynwyd, PA · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
John Durham is registered as an investment adviser representative in Pennsylvania, since June 2026.
- PennsylvaniaSince 5 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 23 June 2004 |
| Series 7 | General Securities Representative Examination | 27 May 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John P Durham
- CRD
- 2723327
- Firm
- Valen Private Capital · CRD 342364
- Role
- Founder and Managing Partner
- Office
- 43 LEOPARD RD, SUITE 102, Paoli, PA 19301
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2004
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- valenpc.com
Where does John Durham work?
John Durham has been Founder and Managing Partner of Valen Private Capital, LLC. since June 2026, and is a control person of the firm.
Is John Durham a financial advisor?
Yes. John Durham has a current investment-adviser registration in Pennsylvania, through Valen Private Capital since June 2026.
How many years of experience does John Durham have?
John Durham has 22 years in the financial industry, since May 2004, across 3 adviser firms.
What exams has John Durham passed?
John Durham has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2004. FINRA credited John Durham with the SIE, which began in October 2018.
Where did John Durham work before Valen Private Capital?
Before Valen Private Capital, John Durham was registered through Sanctuary Advisors, LLC, June 2026 to June 2026.
Where is John Durham based?
John Durham’s registered office is in Paoli, PA.
Is John Durham registered with FINRA?
Yes. John Durham has a current broker registration, under CRD 2723327.
Source: FINRA BrokerCheck
How can I verify John Durham’s record?
Search CRD 2723327 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish John Durham’s full registration record.
- Bradley StarkChief Compliance Officer
Benjamin DurhamPartner & Director of Financial Planning