← Back to searchVisit website
VALEO FINANCIAL ADVISORS, LLC
CRD 127132 · SEC 801-66402
10 W. CARMEL DR STE 400, CARMEL, IN, 46032-3357, United States
Phone
317.218.6000
Fax
317.218.6010
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$12.96B
Discretionary AUM
$10.67B
Team
178 total employees; 119 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees; PERCENTAGE OF CLIENT NET WORTH
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 764 | $358.1M |
| High net worth individuals | 2257 | $12.28B |
| Charitable organizations | 16 | $281.9M |
| Corporations/business entities | 5 | $37.5M |
States served
AL, AK, AZ, CA, CO, DC, GA, ID, IL, IN, IA, KY, LA, MD, MA, MI, MN, MT, NV, NJ, NM, NY, NC, OH, OR, PA, SC, TN, UT, VA, WI, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD