Valmark Advisers, Inc.

RIASEC RegisteredEst. 1998
Total AUM
$10.2B
Discretionary
$10B
98% of AUM
Avg account
$487K
Accounts
20,881
Employees
280
Advisory reps
292

Firm details

Headquarters
Akron, Ohio
CRD number
108050
Registered since
May 29, 1998
Website
www.valmarkfg.com
Custodians
SCHWAB ADVISOR SERVICES, PERSHING LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals40.94%
  • HNWI38.82%
  • Investment Companies14.66%
  • Other3.8%
  • Pension & Profit Sharing Plans1.63%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Valmark Advisers, Inc. is a corporate, SEC-registered advisory firm (since 1998) that serves both individual and family clients and institutional investors. The firm acts as a capital allocator and offers a mix of fee arrangements, including percentage-of-AUM billing as well as hourly and fixed fees. Core advisory services include financial planning and portfolio management across individuals/small businesses, investment companies, businesses or institutions, plus pension consulting and the selection of other advisers. Valmark is affiliated with a broker-dealer and an insurance company and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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: Exchange Traded Equities 92%, Cash & Cash Equivalents 3%, State & Local Bonds 2%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%92%
  • Exchange Traded Equities92%
  • Cash & Cash Equivalents3%
  • State & Local Bonds2%
  • US Government Bonds1%
  • Investment Grade Corp Bonds1%

Owners & executives

3 of 23
  • Patricia Moore

    Patricia Moore

    Chief Operating OfficerCRD 5713558

  • John Demboski

    John Demboski

    CEOCRD 4320709

  • Brandon Dirkschneider

    Brandon Dirkschneider

    Chief Executive OfficerCRD 3236108

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Contacts

3 of 269
  • Kasey Hammer

    Kasey Hammer

    Vice PresidentCRD 5640581

  • Mark Kalmeyer

    Mark Kalmeyer

    Registered RepresentativeCRD 5648854

  • Benjamin Julianel

    Benjamin Julianel

    FounderCRD 5705371

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 573

Active vs passive

$12.5B in ETFs

Passive

86%

$10.8B

Active

12%

$1.7B

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TAX-MANAGED FUNDS (VEA)VanguardPassiveForeign Large Blend$864M12,125,7426.90%
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Location

Primary office

Akron, OH

Summit

Location

Akron, OH

Headquartered in Akron, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Summit
Address
130 Springside Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth