RIA Intel›Advisers›Indiana›VALEO FINANCIAL ADVISORS, LLC

VALEO FINANCIAL ADVISORS, LLC

Advisory

N·CARMEL, IN

Data as of Apr 30, 2026 · Source: SEC Form ADV

Total AUM

$13.0B

1-Year AUM Growth

+18.9%

3-Year CAGR

+13.3%

Employees

119

Assets Under Management

Total AUM$13.0B

Discretionary AUM$10.7B

Non-Discretionary AUM$2.3B

Discretionary %82.3%

Total Clients3,037

Team

Total Employees119

Investment Advisers178

Employee Growth (1Y)+2.8%

Filing History

Total Filings on Record58

First FilingMar 3, 2006

Latest FilingApr 30, 2026

🔒 Full AUM trend chart and 58 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on VALEO FINANCIAL ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.