Valmark Advisers Inc
● SEC registered since 1998CRD 108050SEC# 801-55564Akron, OH
Reg. AUM
$10.17B
Employees
280
Accounts
20,881
Location
Akron, OH
Valmark Advisers Inc assets under management
Valmark Advisers Inc operates as an SEC-registered investment adviser based in Akron, OH. The firm has been registered since 1998. It reports $10.2 billion in regulatory assets under management and employs 280 people.
Valmark Advisers Inc owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Caleb Jonathan Callahan Control | Evp, Chief Operating Officer | Under 5% | 2015 |
| Douglas Frederick Wilburn Control | Chief Compliance Officer/Chief Legal Officer | Under 5% | 2015 |
| Elizabeth Erin Kozenko Control | Vp Accounting & Finance | Under 5% | 2018 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Valmark Advisers Inc manage?
Valmark Advisers Inc reports $10.2 billion in regulatory assets under management on its Form ADV.
How many employees does Valmark Advisers Inc have?
Valmark Advisers Inc reports 280 employees.
Where is Valmark Advisers Inc located?
Valmark Advisers Inc is based in Akron, OH and has been SEC-registered since 1998.
Does Valmark Advisers Inc disclose fund performance?
Valmark Advisers Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 130 Springside Drive, Suite 300, Akron, OH 44333 |
| Phone | 800-765-5201 |
| Fax | 330-576-1250 |
| Office hours | 8:30 a.m. To 5:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$10.17B▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 8%
Larger than 92% of 16,271 advisers
EmployeesTop 3%
More than 97% of 16,825 advisers
Assets under management
$10.17Bregulatory AUM
Discretionary $10BNon-discretionary $170.9M