Valmark Advisers, Inc.

Registered investment adviser · Akron, OH · CRD #108050

Form ADV data as of 2026-09-01

Regulatory assets

$10.17 billion

Total accounts

20,881

Employees

280

Disclosure events

Firm details

Website: https://www.linkedin.com/company/valmark-financial-group/mycompany/
Telephone: 800-765-5201
SEC file number: 801-55564
Most recent Form ADV filing: 2026-06-01
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 3 disclosure questions answered Yes, covering 4 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

Another regulator found a violation of investment-related regulations or statutes
Another regulator entered an order in connection with investment-related activity (past 10 years)
A court found involvement in a violation of investment-related statutes or regulations

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$10.00 billion
Non-discretionary regulatory assets under management	$170.9 million
Total regulatory assets under management	$10.17 billion
Discretionary accounts	20,880
Non-discretionary accounts	1
Total accounts	20,881
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	280
Employees performing investment advisory functions (including research)	280
Employees who are registered representatives of a broker-dealer	280
Employees registered as investment adviser representatives with a state	280
Employees registered as IARs for another investment adviser	47
Employees who are licensed insurance agents	270
Firms or persons who solicit advisory clients on the firm's behalf	24

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	$550.0 million
Clients for whom the firm has custody	880
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	2

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Other

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerInsurance company or agency

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
Receives soft dollar benefits
Compensates a non-employee for client referrals
Receives compensation from others for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	12,995	$4.16 billion
High net worth individuals	1,629	$3.95 billion
Investment companies	1	$1.49 billion
Pension and profit sharing plans (not the participants or government plans)	190	$165.5 million
Charitable organizations	19	$15.2 million
Other	56	$386.8 million