Valeo Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Carmel, IN. Its latest Form ADV filing, dated April 30, 2026, reports $13.0B in regulatory assets under management, 178 employees, 16 offices, and 22,812 accounts.
Assets Under Management
$13.0B
Employees
178
Offices
16 offices
Total Clients
3,042
Primary office
CARMEL, IN
10 W. CARMEL DR STE 400, CARMEL, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Source verified May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 74.2% of total clients.
Top client categories% of clientsClients
1
HNWI
74.2%
2,257
2
Individuals
25.1%
764
3
Charitable
0.5%
16
4
Corporations
0.2%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$13.0Bas of April 30, 2026
Discretionary82.3%
$10.7B
82% of total RAUM82.3%
Non-discretionary17.7%
$2.3B
18% of total RAUM17.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$13.0B
Total Accounts22,812
10Y AUM Change+$10.5B (+434.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees178
Clients per Employee17:1
10Y Employee Change+129 (+263.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.