Valeo Financial Advisors, LLC

Valeo Financial Advisors, LLC (CRD# 127132) is a financial advisory firm headquartered in Carmel, IN. They manage $8,944,535,606 in 18,918 accounts and serve the financial needs of clients across 34 states (or territories).

Current Firm Details
10 W. Carmel Dr Ste 400, Carmel, IN 46032
https://www.valeofinancial.com
By the Numbers
  • Total Assets Under Management
    8,945
    MILLION
  • Total Number of Accounts
    18,918
    ACCOUNTS
  • Average Account Value
    $472,806
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Valeo Financial Advisors, LLC
Showing 1 - 10 of 79 top financial advisors.
1
Sarah Arthur, financial advisor Carmel IN
Sarah E. Arthur
CRD#: 5151865
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Sarah Arthur (CRD# 5151865) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 10 years of experience in the finance industry.

2
James Brashaber, financial advisor Carmel IN
James Brashaber
CRD#: 7002908
10 W. Carmel Dr Ste 400, Carmel, IN 46032

James Brashaber (CRD# 7002908) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.

3
Andrew Brown, financial advisor Ann Arbor MI
Andrew C. Brown
CRD#: 6113487
1590 Eisenhower Pl, Ann Arbor, MI 48108

Andrew Brown (CRD# 6113487) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Ann Arbor, MI and has over 11 years of experience in the finance industry.

4
Lauren Brown, financial advisor Carmel IN
Lauren A. Brown
CRD#: 5416058
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Lauren Brown (CRD# 5416058) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 16 years of experience in the finance industry.

5
Melissa Buchert, financial advisor Carmel IN
Melissa Buchert
CRD#: 5133991
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Melissa Buchert (CRD# 5133991) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 17 years of experience in the finance industry.

6
Ted Christofolis, financial advisor Carmel IN
Ted Christofolis
CRD#: 1382619
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Ted Christofolis (CRD# 1382619) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 38 years of experience in the finance industry.

7
Chintan Desai, financial advisor Carmel IN
Chintan Desai
CRD#: 6353200
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Chintan Desai (CRD# 6353200) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 9 years of experience in the finance industry.

8
Robert Edwards, financial advisor Carmel IN
Robert J. Edwards
CRD#: 4559129
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Robert Edwards (CRD# 4559129) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 21 years of experience in the finance industry.

9
Kyle Erb, financial advisor Carmel IN
Kyle W. Erb
CRD#: 5030403
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Kyle Erb (CRD# 5030403) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 18 years of experience in the finance industry.

10
Phillip Evans, financial advisor Carmel IN
Phillip R. Evans
CRD#: 2129789
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Phillip Evans (CRD# 2129789) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 32 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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