RIA Intel›Advisers›Indiana›VAAL, ADAM, CHRISTOPHER

VAAL, ADAM, CHRISTOPHER

Advisory

IN

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account
$74K
across 13 accounts
AUM per adviser
$968K
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$968K
Discretionary %
0%
Clients
13
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$968K
Discretionary AUM$0
Non-Discretionary AUM$968K
Discretionary %0%
Total Clients13
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

CWM WEALTH MANAGEMENT, LLC
$919K
JAY A. LERMAN
$1M
BLUE DONKEY EMPIRES, INC.
NASHVILLE, IN
$1M
TL TAYLOR, LLC
KOKOMO, IN
$850K
INDIANA INVESTMENT ADVISORS, LLC
FORT WAYNE, IN
$1M
OXFORD CAPITAL MANAGEMENT LLC
WEST LAFAYETTE, IN
$1M

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