DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Valeo Financial Advisors, LLC
Latest filing Apr 30, 2026
First filing on the tape Mar 30, 2012 · 52 filings
SEC status approved since Mar 17, 2006
RAUM
$13B
reported, Item 5.F
Discretionary
82%
of RAUM
Private clients
98%
$13B individuals and HNW
Advisors
108
registered through the firm on IAPD
RAUM per advisor
$120M
derived; firm RAUM over IAPD count
Employees
178
119 advisory (5.B.1)
Offices
16
beyond the principal office
Private funds
0
reported on Schedule D
History
52 filings and snapshots on the tape
RAUM$13B as of Apr 30, 2026
Mar 30, 2012$816M then
HNW client RAUM$12B as of Apr 30, 2026
Mar 19, 2018$2.9B then
State-registered IARs (5.B.3)103 as of Apr 30, 2026
Mar 30, 20120 then
Employees (5.A)178 as of Apr 30, 2026
Mar 27, 201328 then
Private funds1 as of Dec 2, 2025
Mar 30, 20124 then
RAUM +22% over the last fiscal year+22% a year over threeIARs 97 to 103offices 9 to 16
Practice profile
derived from the filing of Apr 30, 2026; every figure names its basis
Archetypes, each a printed rule
- Multi-office growth platform · an independent wealth manager (not a wirehouse, national broker-dealer RIA or broker-dealer affiliated firm) with at least five offices, at least 50 advisors, and RAUM up at least 20 percent over the last annual amendment
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- RAUM per advisor
- $120MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 28derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.4MderivedHNW RAUM over HNW clients
- Average account
- $568,064derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 82%derivedof RAUM
- Institutional
- 2.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.6derivedItem 5.A over advisors
- Advisors per office
- 6.4derived17 offices incl. principal (1.F.5)
- RAUM growth, one year
- +22%derivedbetween the last two annual amendments
- Advisor growth, one year
- +6.2%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.2%derived
- Compensation
- percentage of assets, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Financial planning clients
- 3,000reportedItem 5.H
- Custody
- $6.3B, 2,128 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$12B95%
- Individuals$358M2.8%
- Charitable organizations$282M2.2%
- Corporations and businesses$37.5M0.3%
- Individual clients
- 764reported
- HNW clients
- 2,257reported
- Pension plan clients
- n/areported
- Charitable clients
- 16reported
- Accounts
- 22,812reported
- Financial planning clients
- 3,000reported
- Wrap fee programs
- noreported
- Custody of client assets
- $6.3B for 2,128 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
108 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Phillip Richard EvansCertified Financial Planner | Estero, Fl | May 28, 2003 | 35 y | 1 |
| John Thomas WortmanCertified Financial Planner | Carmel, In | May 28, 2003 | 31 y | 1 |
| John Charles TrottCertified Financial Planner | Carmel, In | May 28, 2003 | 36 y | 1 |
| Phillip Christopher MickelCertified Financial Planner | Carmel, In | Jan 3, 2004 | 23 y | 1 |
| Justin M PadgettCertified Financial Planner | Carmel, In | Mar 15, 2007 | 20 y | 1 |
| Robert James EdwardsChartered Financial Analyst | Carmel, In | Dec 16, 2008 | 24 y | 1 |
| Chad Dennis ReedCertified Financial Planner | Carmel, In | Jan 20, 2009 | 23 y | 2 |
| Matthew David JarvisCertified Financial Planner | Carmel, In | Feb 12, 2009 | 19 y | 0 |
| Richard Doud SeaverCertified Financial Planner | Carmel, In | Feb 17, 2009 | 32 y | 2 |
| Kyle William ErbCertified Financial Planner | Carmel, In | Jun 14, 2010 | 20 y | 0 |
| Ted ChristofolisCertified Financial Planner | Carmel, In | Oct 23, 2012 | 41 y | 3 |
| James Mason HughesCertified Financial Planner | Carmel, In | Apr 15, 2014 | 24 y | 3 |
| Brian C RosswurmCertified Financial Planner | Carmel, In | Apr 16, 2014 | 17 y | 0 |
| Melissa BuchertCertified Financial Planner | Carmel, In | Apr 16, 2014 | 20 y | 0 |
| Lauren A. BrownCertified Financial Planner | Carmel, In | Apr 16, 2014 | 18 y | 0 |
| Daniel T HouchensCertified Financial Planner | Carmel, In | Apr 16, 2014 | 17 y | 3 |
| Kristen M Rueth AllenCertified Financial Planner | Carmel, In | Apr 21, 2014 | 15 y | 2 |
| Chintan DesaiCertified Financial Planner | Carmel, In | Mar 23, 2015 | 12 y | 1 |
| David A PageCertified Financial Planner | Carmel, In | Apr 6, 2015 | 12 y | 0 |
| Nicholas A FohrerCertified Financial Planner | Carmel, In | Apr 6, 2015 | 14 y | 0 |
| Andrew Corey BrownCertified Financial Planner | Ann Arbor, Mi | Apr 27, 2015 | 18 y | 1 |
| Fernando Lawrence OrtizCertified Financial Planner | Centennial, Co | Jul 16, 2015 | 39 y | 3 |
| Matthew A PresleyCertified Financial Planner | Carmel, In | Jan 11, 2016 | 13 y | 0 |
| Michael W PhillipsCertified Financial Planner | Carmel, In | Jan 12, 2016 | 12 y | 0 |
| Katie J SmithCertified Financial Planner | Carmel, In | Jan 20, 2016 | 12 y | 0 |
| Tyler HockettCertified Financial Planner | Carmel, In | Jan 11, 2017 | 12 y | 0 |
| Charlotte LippertChartered Financial Analyst | Carmel, In | Apr 18, 2017 | 24 y | 4 |
| William LoganCertified Financial Planner | Carmel, In | Jan 3, 2018 | 10 y | 0 |
| David Lee HechtCertified Financial Planner | Carmel, In | Jan 15, 2018 | 30 y | 1 |
| William Lawrence KinderCertified Financial Planner | Carmel, In | Mar 21, 2018 | 10 y | 0 |
| James BrashaberCertified Financial Planner | Carmel, In | Dec 10, 2018 | 10 y | 0 |
| Brent Alan WilliamsCertified Financial Planner | Carmel, In | Dec 10, 2018 | 11 y | 0 |
| Erich Halden StoutCertified Financial Planner | Carmel, In | Jan 3, 2019 | 15 y | 1 |
| David Brown GillilandCertified Financial Planner | Carmel, In | Mar 19, 2019 | 12 y | 1 |
| Zachary MeyerCertified Financial Planner | Carmel, In | Jun 18, 2019 | 18 y | 0 |
| Geoff M BeckCertified Financial Planner | Carmel, In | Oct 10, 2019 | 25 y | 0 |
| Philip James WallinCertified Financial Planner | Richmond, Va | Nov 4, 2019 | 13 y | 3 |
| Brian Nathaniel SpeadCertified Financial Planner | Littleton, Co | Dec 17, 2019 | 20 y | 1 |
| Matthew Tyler WilliamsCertified Financial Planner | Richmond, Va | Mar 18, 2020 | 16 y | 5 |
| Andrew Nathan TellitocciCertified Financial Planner | Carmel, In | Apr 6, 2020 | 13 y | 1 |
Advisor movement
8 left, 3 joined in 12 months
net -5 in 12 months1 left in 90 days2 joined in 90 daysdeparture rate 7.4% of current headcount16 left over 36 months
Left, latest
- Parker Allen Maxwell to SavvySep 10, 2026 · RIA to RIA
- Samuel Andrews Issermoyer to Crusonia Wealth Advisors LLCJun 16, 2026 · RIA to RIA
- Noah Spencer Housler to Cypress Capital Wealth Management LLCFeb 9, 2026 · RIA to RIA
- Matthew Parker to Pnc Wealth ManagementJan 26, 2026 · RIA to affiliated broker-dealer or bank
- Cara Brasor to Schwab Wealth Advisory, Inc.Jan 12, 2026 · Other
- Sandesh Arles to Strive Financial Group, LLCNov 19, 2025 · RIA to RIA
- Kyle Gregory Riddle to Invst, LLCOct 8, 2025 · RIA to RIA
- Samuel Christian Landphair-Henneke to Integrated Wealth Concepts LLCSep 22, 2025 · RIA to RIA
- Nicholas Ryan Anderson to Charles Schwab & Co., Inc.Jun 18, 2025 · RIA to affiliated broker-dealer or bank
- Dustin Michael Thomas to SavvyMar 10, 2025 · RIA to RIA
- Brad Paul Schueler to Fiduciary Wealth Group, LLCFeb 3, 2025 · RIA to RIA
- John Paul Wyand to UBS Financial Services Inc.Nov 26, 2024 · RIA to wirehouse
- John Ross Kirkpatrick to CaptrustNov 11, 2024 · Other
- Hannah Kim Thieneman to Stirlingshire InvestmentsJun 6, 2024 · RIA to RIA
- Timothy A Ginn to Mbia Capital AdvisorsMay 23, 2024 · RIA to RIA
Joined, latest
- Paul Nathan Deal from Creative PlanningAug 31, 2026 · RIA to RIA
- Katherine Harper from Allworth Financial, L.P.Aug 13, 2026 · Affiliated broker-dealer or bank to independent RIA
- Joshua Frazier from J.P. Morgan Securities LLCOct 22, 2025 · Wirehouse to independent RIA
- Shaun Robert Williams from Destination Wealth ManagementAug 25, 2025 · RIA to RIA
- Matthew Parker from J.P. Morgan Securities LLCAug 25, 2025 · Wirehouse to independent RIA
- Katelyn Leann Turcheck from Charles Schwab & Co., Inc.Nov 19, 2024 · Affiliated broker-dealer or bank to independent RIA
- Benjamin Franklin Mossoney from Td Ameritrade Investment Management, LLCAug 16, 2024 · RIA to RIA
- Sandesh Arles from Charles Schwab & Co., Inc.Mar 27, 2024 · Affiliated broker-dealer or bank to independent RIA
- Nicholas Ryan Anderson from Charles Schwab & Co., Inc.Jan 24, 2024 · Affiliated broker-dealer or bank to independent RIA
- Logan Mears from Cetera Investment Advisers LLCApr 21, 2023 · Affiliated broker-dealer or bank to independent RIA
- Kristine Merta from Oxford Financial Group, LtdFeb 21, 2023 · Other
- Brad Paul Schueler from FacetJan 23, 2023 · RIA to RIA
- John Harrison Brown from Wells Fargo AdvisorsJan 4, 2023 · Wirehouse to independent RIA
- Dylan Ray Brooks from LPL Financial LLCAug 25, 2022 · Affiliated broker-dealer or bank to independent RIA
- Daniel A Rojas from Charles Schwab & Co., Inc.Jul 21, 2022 · Affiliated broker-dealer or bank to independent RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Atlas FinancialMay 4, 2020 · Richmond, Va
- 2 joined from Column Capital Advisors, LLCJan 10, 2019 · Indianapolis, In
- 2 joined from Stancorp Investment Advisers, Inc.Mar 16, 2015 · Portland, Or
Private funds
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Valeo Hedge Fund Partners II, LLCno longer reported | Hedge Fund | $6.4M | 22 | Mar 30, 2012 |
| Valeo-Hd14, LLCno longer reported | Private Equity Fund | $914,288 | 19 | Mar 25, 2015 |
| Valeo-Tp05 Fund, LLCno longer reported | Real Estate Fund | $160,159 | 37 | Mar 30, 2012 |
| Valeo-Nb07 Fund, LLCno longer reported | Real Estate Fund | $71,831 | 16 | Mar 30, 2012 |
| Valeo Hedge Fund Partners I, LLCno longer reported | Hedge Fund | $27,211 | 15 | Mar 30, 2012 |
| Valeo-Tcf, LLCno longer reported | Other Private Fund | $20,971 | 25 | Mar 25, 2023 |
| Valeo-Ft13, LLCno longer reported | Private Equity Fund | $0 | 29 | Mar 31, 2014 |
| Valeo-Ft14, LLCno longer reported | Private Equity Fund | $0 | 28 | Mar 25, 2015 |
Owners and control persons
Schedule A and B, latest filing
- Richard Phillip Evans · Membercontrolsince 05/2003 · owns 5% to 10%
- M Justin Padgett · President, Membercontrolsince 12/2022 · owns 5% to 10%
- Michael Connor Skelly · Chief Compliance Officercontrolsince 09/2024 · owns less than 5%
- Charles John Trott · Membercontrolsince 05/2003 · owns 25% to 50%
- Thomas John Wortman · Chief Executive Officer, Membercontrolsince 05/2003 · owns 25% to 50%
Related persons
Schedule D 7.A
- Investor Facilitation, LLCpooled vehicle sponsory
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Carmel, In · principal | 108 | 13 | 8 | ||
| Richmond, Va | 6 | 1 | 0 | ||
| Chicago, Il | 4 | 1 | 0 | ||
| Denver, Co | 2 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Centennial, CO4 employees
- Richmond, VA4 employees
- Chicago, IL2 employees
- Columbus, OH2 employees
- Ann Arbor, MI1 employees
- Lafayette, IN1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- office count surgeChange between filings · filing Apr 30, 2026offices other than the principal office (Item 1.F.5) moved from 9.0 to 16.0 (+78.0%) between the annual amendments of 2025-03-29 and 2026-04-30; the peer median change was 0.0% (142 comparable advisers, 94.0th percentile of changes)peers: independent wealth managers, $5B to $20B (142) · 94% percentile
What changed
consecutive filings, newest first
- Accounts · 23,718 to 22,812Dec 2, 2025 to Mar 28, 2026
- Advisory employees · 111 to 119Dec 2, 2025 to Mar 28, 2026
- Charity clients · 10 to 16Dec 2, 2025 to Mar 28, 2026
- Corporate clients · 11 to 5Dec 2, 2025 to Mar 28, 2026
- HNW clients · 2,249 to 2,257Dec 2, 2025 to Mar 28, 2026
- Individual clients · 767 to 764Dec 2, 2025 to Mar 28, 2026
- Assets in custody · $3.1B to $6.3BDec 2, 2025 to Mar 28, 2026
- Employees · 177 to 178Dec 2, 2025 to Mar 28, 2026
- State-registered IARs · 97 to 103Dec 2, 2025 to Mar 28, 2026
- Other offices · 9 to 16Dec 2, 2025 to Mar 28, 2026
- Private funds · 1 to unsetDec 2, 2025 to Mar 28, 2026
- Discretionary RAUM · $7.4B to $11BDec 2, 2025 to Mar 28, 2026
- HNW RAUM · $10B to $12BDec 2, 2025 to Mar 28, 2026
- Individual RAUM · $322M to $358MDec 2, 2025 to Mar 28, 2026
- Non-discretionary RAUM · $3.3B to $2.3BDec 2, 2025 to Mar 28, 2026
- RAUM · $11B to $13BDec 2, 2025 to Mar 28, 2026
- Financial planning clients · More than 500 to More than 500Mar 29, 2025 to Jun 5, 2025
- Accounts · 18,918 to 23,718Feb 3, 2025 to Mar 29, 2025
- Advisory employees · 108 to 111Feb 3, 2025 to Mar 29, 2025
- Charity clients · 8 to 10Feb 3, 2025 to Mar 29, 2025
- Corporate clients · 8 to 11Feb 3, 2025 to Mar 29, 2025
- HNW clients · 1,975 to 2,249Feb 3, 2025 to Mar 29, 2025
- Individual clients · 623 to 767Feb 3, 2025 to Mar 29, 2025
- Assets in custody · $4.1B to $3.1BFeb 3, 2025 to Mar 29, 2025
- Employees · 155 to 177Feb 3, 2025 to Mar 29, 2025
- State-registered IARs · 88 to 97Feb 3, 2025 to Mar 29, 2025
- Other offices · 6 to 9Feb 3, 2025 to Mar 29, 2025
- Discretionary RAUM · $7.0B to $7.4BFeb 3, 2025 to Mar 29, 2025
- HNW RAUM · $8.3B to $10BFeb 3, 2025 to Mar 29, 2025
- Individual RAUM · $431M to $322MFeb 3, 2025 to Mar 29, 2025
- Non-discretionary RAUM · $2.0B to $3.3BFeb 3, 2025 to Mar 29, 2025
- RAUM · $8.9B to $11BFeb 3, 2025 to Mar 29, 2025
- Accounts · 15,757 to 18,918Nov 29, 2023 to Mar 28, 2024
- Advisory employees · 117 to 108Nov 29, 2023 to Mar 28, 2024
- Corporate clients · 5 to 8Nov 29, 2023 to Mar 28, 2024
- HNW clients · 1,809 to 1,975Nov 29, 2023 to Mar 28, 2024
- Individual clients · 554 to 623Nov 29, 2023 to Mar 28, 2024
- Assets in custody · $357M to $4.1BNov 29, 2023 to Mar 28, 2024
- Employees · 161 to 155Nov 29, 2023 to Mar 28, 2024
- State-registered IARs · 85 to 88Nov 29, 2023 to Mar 28, 2024
Signals
30 dated events
- Parker Allen Maxwell left Valeo Financial Advisors, Llc for Savvy (registered 2026-09-01)Sep 10, 2026 · Advisor changed firm · fact
- Samuel Andrews Issermoyer left Valeo Financial Advisors, Llc for Crusonia Wealth Advisors Llc (registered 2026-05-27)Jun 16, 2026 · Advisor changed firm · fact
- Valeo Financial Advisors, Llc reported 16 offices beyond its principal office, up from 9 (2025-12-02 to 2026-03-28)Mar 28, 2026 · Office count change · derived
- Noah Spencer Housler left Valeo Financial Advisors, Llc for Cypress Capital Wealth Management Llc (registered 2026-04-16)Feb 9, 2026 · Advisor changed firm · fact
- Matthew Parker left Valeo Financial Advisors, Llc for Pnc Wealth Management (registered 2026-02-19)Jan 26, 2026 · Advisor changed firm · fact
- Cara Brasor left Valeo Financial Advisors, Llc for Schwab Wealth Advisory, Inc. (registered 2026-01-21)Jan 12, 2026 · Advisor changed firm · fact
- Sandesh Arles left Valeo Financial Advisors, Llc for Strive Financial Group, Llc (registered 2025-12-16)Nov 19, 2025 · Advisor changed firm · fact
- Kyle Gregory Riddle left Valeo Financial Advisors, Llc for Invst, Llc (registered 2025-10-05)Oct 8, 2025 · Advisor changed firm · fact
- Samuel Christian Landphair-Henneke left Valeo Financial Advisors, Llc for Integrated Wealth Concepts Llc (registered 2026-06-05)Sep 22, 2025 · Advisor changed firm · fact
- Nicholas Ryan Anderson left Valeo Financial Advisors, Llc for Charles Schwab & Co., Inc. (registered 2025-10-29)Jun 18, 2025 · Advisor changed firm · fact
- Dustin Michael Thomas left Valeo Financial Advisors, Llc for Savvy (registered 2025-03-19)Mar 10, 2025 · Advisor changed firm · fact
- Brad Paul Schueler left Valeo Financial Advisors, Llc for Fiduciary Wealth Group, Llc (registered 2025-02-06)Feb 3, 2025 · Advisor changed firm · fact
- John Paul Wyand left Valeo Financial Advisors, Llc for Ubs Financial Services Inc. (registered 2024-12-11)Nov 26, 2024 · Advisor changed firm · fact
- John Ross Kirkpatrick left Valeo Financial Advisors, Llc for Captrust (registered 2025-01-13)Nov 11, 2024 · Advisor changed firm · fact
- Alan Gregory Fulk (Chief Compliance Officer, Chief Operations Officer) no longer on Schedule A of Valeo Financial Advisors, Llc (listed 2024-05-23, absent 2024-10-18)Oct 18, 2024 · Control person left · inference
- Michael Connor Skelly (Chief Compliance Officer) appeared on Schedule A of Valeo Financial Advisors, LlcOct 18, 2024 · Control person joined · fact
- Timothy A Ginn left Valeo Financial Advisors, Llc for Mbia Capital Advisors (registered 2024-08-19)May 23, 2024 · Advisor changed firm · fact
- A Timothy Ginn (Member) no longer on Schedule A of Valeo Financial Advisors, Llc (listed 2024-05-08, absent 2024-05-23)May 23, 2024 · Control person left · inference
- Valeo Financial Advisors, Llc reported RAUM $8.9B, up 26% from $7.1B (2023-11-29 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Daniel A Rojas left Valeo Financial Advisors, Llc for Savant Wealth Management (registered 2024-02-13)Jan 23, 2024 · Advisor changed firm · fact
- Edward Todd Sears (Chief Financial Officer) no longer on Schedule A of Valeo Financial Advisors, Llc (listed 2023-03-28, absent 2023-07-13)Jul 13, 2023 · Control person left · inference
- Jared Thomas Fiedler left Valeo Financial Advisors, Llc for Ami Investment Management Inc (registered 2023-08-03)Jul 3, 2023 · Advisor changed firm · fact
- M Justin Padgett (President) appeared on Schedule A of Valeo Financial Advisors, LlcMar 25, 2023 · Control person joined · fact
- Edward Todd Sears (Chief Financial Officer) appeared on Schedule A of Valeo Financial Advisors, LlcMar 25, 2023 · Control person joined · fact
- Elizabeth Morgan Madison left Valeo Financial Advisors, Llc for J.P. Morgan Securities Llc (registered 2023-03-03)Feb 15, 2023 · Advisor changed firm · fact
- Kevin Reid Draudt left Valeo Financial Advisors, Llc for Andersen (registered 2024-07-30)Nov 4, 2022 · Advisor changed firm · fact
- Valeo Financial Advisors, Llc reported RAUM $6.4B, up 30% from $4.9B (2020-10-14 to 2021-03-19)Mar 19, 2021 · RAUM change · derived
- Valeo Financial Advisors, Llc reported RAUM $4.9B, up 31% from $3.8B (2019-12-01 to 2020-03-23)Mar 23, 2020 · RAUM change · derived
- Valeo Financial Advisors, Llc reported 47 state-registered advisory representatives, up from 37 (2019-01-07 to 2019-03-25)Mar 25, 2019 · Advisor headcount change · derived
- Valeo Financial Advisors, Llc reported RAUM $3.3B, up 38% from $2.4B (2017-09-12 to 2018-03-19)Mar 19, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Valeo Financial Advisors, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Business phone
- 312-897-3695reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 804-557-0903reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/valeo-financial-advisors-llcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- VALEOFINANCIAL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 317.218.6000reportedpublic record, Form ADV, Apr 30, 2026
- Contact form
- valeofinancial.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- valeofinancial.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $120Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Valeo Financial Advisors, LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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