Valeo Financial Advisors, LLC

Registered investment adviser · Carmel, IN · CRD #127132

Form ADV data as of 2026-09-01

Regulatory assets

$12.96 billion

Total accounts

22,812

Employees

178

Disclosure events

Firm details

Website: https://www.linkedin.com/company/valeo-financial-advisors-llc
Telephone: 317.218.6000
SEC file number: 801-66402
Most recent Form ADV filing: 2026-04-30
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$10.67 billion
Non-discretionary regulatory assets under management	$2.29 billion
Total regulatory assets under management	$12.96 billion
Discretionary accounts	18,015
Non-discretionary accounts	4,797
Total accounts	22,812
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	178
Employees performing investment advisory functions (including research)	119
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	103
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	2
Firms or persons who solicit advisory clients on the firm's behalf	10

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$6.27 billion
Clients for whom the firm has custody	2,128
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	1

How the firm is compensated

A percentage of assets under managementFixed fees (other than subscription fees)Other

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	764	$358.1 million
High net worth individuals	2,257	$12.28 billion
Charitable organizations	16	$281.9 million
Corporations or other businesses not listed above	5	$37.5 million