Wealth Manager
    SEC Registered
    Manages Private Funds

    Valeo Financial Advisors, LLC

    Registered investment advisor · Carmel, Indiana · CRD #127132

    Assets Under Management
    $13B
    Client Accounts
    22,812
    Employees
    178
    CRD Number
    127132
    Registration
    SEC Registered
    Custodian
    National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Valeo Financial Advisors, LLC

    Valeo Financial Advisors LLC is an independent, fee-only multi-family office and registered investment advisory firm established in 2003. Headquartered in Carmel, Indiana, it has additional offices in Colorado, Michigan, and Virginia. The firm manages billions in assets and employs around 186-199 professionals, many of whom are Certified Financial Planners. Valeo serves clients across more than 40 states, providing conflict-free, holistic financial advice. The firm offers comprehensive financia

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Valeo Financial Advisors, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Valeo Financial Advisors, LLC's AUM?

    Valeo Financial Advisors, LLC reports approximately $13B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Valeo Financial Advisors, LLC headquartered?

    Valeo Financial Advisors, LLC is headquartered in Carmel, Indiana.

    What is Valeo Financial Advisors, LLC's CRD number?

    Valeo Financial Advisors, LLC's CRD number is 127132. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Valeo Financial Advisors, LLC manage?

    Valeo Financial Advisors, LLC manages approximately 22,812 client accounts according to its latest SEC filing.

    Is Valeo Financial Advisors, LLC SEC registered?

    Yes, Valeo Financial Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Indiana

    40/86 Advisors, Inc.
    Carmel, IN · $30.5B AUM
    Oneamerica Asset Management, LLC
    Indianapolis, IN · $24.4B AUM
    Oxford Financial Group, Ltd
    Carmel, IN · $23.3B AUM
    Sapient Capital LLC
    Indianapolis, IN · $13.8B AUM
    Shepherd Financial Investment Advisory LLC
    Carmel, IN · $6.2B AUM
    Sym Financial Advisors
    Winona Lake, IN · $5.8B AUM
    See all top RIA firms in Indiana →

    Research firms like Valeo Financial Advisors, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial