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VALMARK ADVISERS, INC.
Legal name: VALMARK ADVISERS INC
CRD 108050File 801-55564
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$10.17B
Top 10% of cohort (national)
Discretionary AUM
$10.00B
Non-discretionary $170.9M
Clients
14,834
20,881 accounts
Employees
280
Top 10% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 29, 1998
- Principal office
- 130 SPRINGSIDE DRIVE, SUITE 300, AKRON, OH, 44333
- Phone
- 800-765-5201
- Website
- HTTP://WWW.VALMARKFG.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.17B
- Discretionary AUM
- $10.00B
- Non-discretionary AUM
- $170.9M
- Discretionary accounts
- 20,880
- Non-discretionary accounts
- 1
- Total accounts
- 20,881
- AUM per client
- $685K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $1.49B |
| Charitable organizations | 19 | $15.2M |
| High net worth individuals | 1,629 | $3.95B |
| Pension and profit sharing plans | 190 | $165.5M |
| Individuals (other than high net worth individuals) | 12,995 | $4.16B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
- Q11H1B
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 14890 | 14834 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.