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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 14,890 | 14,834 | decreased by56 |
| Mar 1, 2026 | Employees | 275 | 280 | increased by5 |
| Mar 1, 2026 | Clients | 13,685 | 14,890 | increased by1,205 |
| Mar 1, 2026 | AUM | $8,379,181,235 | $10,166,311,019 | increased by$1,787,129,784 |
| Mar 1, 2026 | Accounts | 19,096 | 20,881 | increased by1,785 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 250 | 275 | increased by25 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 9,940 | 13,685 | increased by3,745 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $7,506,226,783 | $8,379,181,235 | increased by$872,954,452 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 13,514 | 19,096 | increased by5,582 |
| Mar 1, 2022 | Employees | 227 | 250 | increased by23 |
| Mar 1, 2022 | Clients | 8,596 | 9,940 | increased by1,344 |
| Mar 1, 2022 | AUM | $6,317,794,837 | $7,506,226,783 | increased by$1,188,431,946 |
| Mar 1, 2022 | Accounts | 11,577 | 13,514 | increased by1,937 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VALMARK ADVISERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VALMARK ADVISERS” may also match similarly-named firms). Confirm identity against each filing.
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.