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VALEO FINANCIAL ADVISORS, LLC
CRD 127132File 801-66402
APPROVED
Retail clients
Custody
Filing as of Apr 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$12.96B
Top 10% of cohort (national)
Discretionary AUM
$10.67B
Non-discretionary $2.29B
Clients
3,042
22,812 accounts
Employees
178
Top 10% of cohort in IN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 17, 2006
- Principal office
- 10 W. CARMEL DR STE 400, CARMEL, IN, 46032-3357
- Phone
- 317.218.6000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $12.96B
- Discretionary AUM
- $10.67B
- Non-discretionary AUM
- $2.29B
- Discretionary accounts
- 18,015
- Non-discretionary accounts
- 4,797
- Total accounts
- 22,812
- AUM per client
- $4.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $37.5M |
| Charitable organizations | 16 | $281.9M |
| High net worth individuals | 2,257 | $12.28B |
| Individuals (other than high net worth individuals) | 764 | $358.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — PERCENTAGE OF CLIENT NET WORTH
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| 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.