Valeo Financial Advisors, LLC
● SEC registered since 2006CRD 127132SEC# 801-66402Carmel, IN
Reg. AUM
$12.96B
Employees
178
Accounts
22,812
Location
Carmel, IN
Valeo Financial Advisors, LLC assets under management
Valeo Financial Advisors, LLC is an SEC-registered investment adviser based in Carmel, IN. The firm has been registered since 2006. It reports $13 billion in regulatory assets under management and employs 178 people.
Valeo Financial Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Connor Michael Skelly Control | Chief Compliance Officer | Under 5% | 2024 |
| John Charles Trott Control | Member | 25-50% | 2003 |
| John Thomas Wortman Control | Chief Executive Officer, Member | 25-50% | 2003 |
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Join to unlock · $37/moFrequently asked questions
How much does Valeo Financial Advisors, LLC manage?
Valeo Financial Advisors, LLC reports $13 billion in regulatory assets under management on its Form ADV.
How many employees does Valeo Financial Advisors, LLC have?
Valeo Financial Advisors, LLC reports 178 employees.
Where is Valeo Financial Advisors, LLC located?
Valeo Financial Advisors, LLC is based in Carmel, IN and has been SEC-registered since 2006.
Does Valeo Financial Advisors, LLC disclose fund performance?
Valeo Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 |
| Phone | 317.218.6000 |
| Fax | 317.218.6010 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1722641 |
| Discloses disciplinary history | No |
Regulatory AUM
$12.96B▲ 45%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,271 advisers
EmployeesTop 4%
More than 96% of 16,825 advisers
Assets under management
$12.96Bregulatory AUM
Discretionary $10.67BNon-discretionary $2.29B