Valeo Financial Advisors, LLC
Carmel, IN·SEC-registered · CRD #127132
Valeo Financial Advisors, LLC is an SEC-registered investment advisory firm in Carmel, IN managing $13B across 28k client accounts, with 119 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$13B
Client accounts
28k
Advisory staff
119
Fee model
Fee-based
How Valeo Financial Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL VALEO FINANCIAL ADVISORS, LLC
See how Valeo compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Valeo Financial Advisors, LLC. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Valeo Financial Advisors, LLC? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Valeo Financial Advisors, LLC
How much does Valeo Financial Advisors, LLC manage?
Per its most recent SEC Form ADV filing (04/30/2026), Valeo Financial Advisors, LLC reports $13B in regulatory assets under management across roughly 28k client accounts.
How does Valeo Financial Advisors, LLC charge?
Valeo Financial Advisors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Valeo Financial Advisors, LLC a fiduciary?
Yes. Valeo Financial Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #127132), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Valeo Financial Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Valeo Financial Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Carmel, IN
Profile compiled from Valeo Financial Advisors, LLC's public SEC Form ADV filing (CRD #127132, filed 04/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Valeo Financial Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Valeo Financial Advisors, LLC? Claim this profile.