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 11 - 20 of 79 top financial advisors.
11
Lindsey Fairchild, financial advisor Carmel IN
Lindsey A. Fairchild
CRD#: 6622501
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Lindsey Fairchild (CRD# 6622501) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 7 years of experience in the finance industry.

12
Nicholas Fohrer, financial advisor Carmel IN
Nicholas A. Fohrer
CRD#: 6475231
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Nicholas Fohrer (CRD# 6475231) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.

13
David Gilliland, financial advisor Carmel IN
David B. Gilliland
CRD#: 6740076
10 W. Carmel Dr Ste 400, Carmel, IN 46032

David Gilliland (CRD# 6740076) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 7 years of experience in the finance industry.

14
Timothy Ginn, financial advisor Carmel IN
Timothy A. Ginn
CRD#: 2894707
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Timothy Ginn (CRD# 2894707) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 26 years of experience in the finance industry.

15
David Hecht, financial advisor Carmel IN
David L. Hecht
CRD#: 2704238
10 W. Carmel Dr Ste 400, Carmel, IN 46032

David Hecht (CRD# 2704238) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 28 years of experience in the finance industry.

16
Tyler Hockett, financial advisor Carmel IN
Tyler Hockett
CRD#: 6739799
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Tyler Hockett (CRD# 6739799) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.

17
Daniel Houchens, financial advisor Carmel IN
Daniel T. Houchens
CRD#: 5575907
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Daniel Houchens (CRD# 5575907) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 15 years of experience in the finance industry.

18
James Hughes, financial advisor Carmel IN
James M. Hughes
CRD#: 4554884
10 W. Carmel Dr Ste 400, Carmel, IN 46032

James Hughes (CRD# 4554884) 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.

19
Matthew Jarvis, financial advisor Carmel IN
Matthew D. Jarvis
CRD#: 5522867
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Matthew Jarvis (CRD# 5522867) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.

20
Greg Jordan, financial advisor Carmel IN
Greg T. Jordan
CRD#: 5955601
10 W. Carmel Dr Ste 400, Carmel, IN 46032

Greg Jordan (CRD# 5955601) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 12 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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