VALEO FINANCIAL ADVISORS, LLC

RIASEC RegisteredEst. 2006

Total AUM

$13B

Discretionary

$10.7B

82% of AUM

Avg account

$568K

Accounts

22,812

Employees

178

Advisory reps

109

Firm details

Headquarters: CARMEL, Indiana
CRD number: 127132
Registered since: March 17, 2006
Website: valeofinancial.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI94.77%
Individuals2.76%
Charitable Organizations2.18%
Corporations / Businesses0.29%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Valeo Financial Advisors, LLC is an independent registered investment adviser that has been SEC-registered since 2006 and operates as an owner-led limited liability company. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts, offering a mix of financial planning and discretionary portfolio management across individuals, pooled vehicles, and businesses. Valeo also conducts manager selection for third-party advisers and identifies itself as an active ESG investor. Its fee arrangements include percentage-of-AUM billing, fixed fees, and other fee structures. Valeo’s advisory remit covers traditional wealth management services alongside selection and oversight of external managers, which aligns with its role as a multi-product allocator rather than a single-strategy boutique.