Valeo Financial Advisors, LLC

RIASEC Registered
Total AUM
$13B
Discretionary
$10.7B
82% of AUM
Avg account
$568K
Accounts
22,812
Employees
178
Advisory reps
107

Firm details

Headquarters
Carmel, Indiana
CRD number
127132
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%

Firm profile

FINTRX

Overview

Valeo Financial Advisors, LLC is an independent, privately owned registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM billing as well as fixed and other fee structures. The firm identifies as an active ESG investor and lists capital allocation among its activities, suggesting a mix of discretionary portfolio management and third‑party manager selection. Valeo has appeared on multiple industry lists, including Barron’s Top 100 RIA Firms (2023–2025), Financial Times’ Top 300 RIA Firms (2020), FA Magazine’s Top RIA Firms (2020), and Citywire’s 50 Growers Across America (2022 and 2026), indicating recurring recognition from trade publications.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 45%, Exchange Traded Equities 20%, State & Local Bonds 11%, Other 11%, Cash & Cash Equivalents 10%, US Government Bonds 2%, Private Funds 1%45%
  • Public Funds/Mutual Funds45%
  • Exchange Traded Equities20%
  • State & Local Bonds11%
  • Other11%
  • Cash & Cash Equivalents10%

Owners & executives

2 of 2

  • Connor Skelly

    Chief Compliance OfficerCRD 7999915

  • Charlotte Lippert

    Charlotte Lippert

    Chief Investment OfficerCRD 4553048

Contacts

3 of 105
  • Brett Ploss

    Brett Ploss

    Financial AdvisorCRD 8203622

  • Philip Wallin

    Philip Wallin

    Financial AdvisorCRD 6175669

  • Nathan Kilpatrick

    Nathan Kilpatrick

    Financial AdvisorCRD 7718772

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 308

Active vs passive

$3.2B in ETFs

Passive

90%

$2.8B

Active

10%

$323M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$682M912,72021.54%
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Location

Primary office

Carmel, IN

Hamilton

Location

Carmel, IN

Headquartered in Carmel, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.

Metro area
Indianapolis-Carmel-Muncie, IN
Region
Midwest
County
Hamilton
Address
10 W Carmel Dr
Time zone
ET (UTC-5)
Office locations

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