Valeo Financial Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

127132

SEC number

801-66402

Firm type

RIA

Assets under management

$13.0B as of Apr 30, 2026

Website

www.linkedin.com/company/valeo-financial-advisors-llc ↗

Phone

317.218.6000

Address

10 W. Carmel Dr Ste 400, Carmel, IN, 46032-3357

Advisors at this firm

99 in our index · page 1 of 2

• Daniela L AvilesCRD 6810660 · Carmel, IN
  IA Registered
• Emeliano Austin Paul AmeyeCRD 7255755 · Carmel, IN
  IA Registered
• Hal ArmstrongCRD 8255650 · Carmel, IN
  IA Registered
• Sarah Elizabeth ArthurCRD 5151865 · Carmel, IN
  IA RegisteredRegistration inactive
• Geoff M BeckCRD 6810600 · Chicago, IL
  IA Registered
• Andrew Corey BrownCRD 6113487 · Ann Arbor, MI
  IA Registered
• John Harrison BrownCRD 6536185 · Carmel, IN
  IA RegisteredRegistration inactive
• Lauren A. BrownCRD 5416058 · Carmel, IN
  IA Registered
• Melissa BuchertCRD 5133991 · Carmel, IN
  IA Registered
• Joshua R BowersCRD 7940408 · Richmond, VA
  IA Registered
• James BrashaberCRD 7002908 · Carmel, IN
  IA Registered
• Dylan Ray BrooksCRD 6854049 · Carmel, IN
  IA RegisteredRegistration inactive
• Garrett Wayne ChmiolaCRD 6764096 · Chicago, IL
  IA Registered
• Ted ChristofolisCRD 1382619 · Carmel, IN
  IA Registered
• Regan ClarkCRD 7425327 · Carmel, IN
  IA Registered
• Chintan DesaiCRD 6353200 · Columbus, OH
  IA Registered
• Audra Nicole DialCRD 7246613 · Carmel, IN
  IA Registered
• Robert James EdwardsCRD 4559129 · Carmel, IN
  IA Registered
• Kyle William ErbCRD 5030403 · Carmel, IN
  IA Registered
• Phillip Richard EvansCRD 2129789 · Estero, FL
  IA Registered
• Lindsey Alysha FairchildCRD 6622501 · Carmel, IN
  IA RegisteredRegistration inactive
• Nicholas A FohrerCRD 6475231 · Carmel, IN
  IA Registered
• Shelby FerstlCRD 7174453 · Lake Elmo, MN
  IA Registered
• Virginia Leigh FixCRD 7532899 · Richmond, VA
  IA Registered
• Joshua FrazierCRD 4078987 · Carmel, IN
  IA RegisteredRegistration inactive
• Nick FreyCRD 7875035 · Carmel, IN
  IA Registered
• David Brown GillilandCRD 6740076 · Carmel, IN
  IA RegisteredRegistration inactive
• Cody H GutweinCRD 7939186 · Carmel, IN
  IA Registered
• David Lee HechtCRD 2704238 · South Haven, MI
  IA Registered
• Daniel T HouchensCRD 5575907 · Carmel, IN
  IA Registered
• James Mason HughesCRD 4554884 · Carmel, IN
  IA Registered
• Ali HakimCRD 7933037 · Carmel, IN
  IA Registered
• Noah HeimCRD 7791424 · Carmel, IN
  IA Registered
• Tyler HockettCRD 6739799 · Carmel, IN
  IA Registered
• Matthew David JarvisCRD 5522867 · Carmel, IN
  IA Registered
• Greg Thomas JordanCRD 5955601 · Carmel, IN
  IA RegisteredRegistration inactive
• Johnny R JagerCRD 7481855 · Carmel, IN
  IA RegisteredRegistration inactive
• William Lawrence KinderCRD 6527392 · Carmel, IN
  IA Registered
• Luke Joseph KellerCRD 8154117 · Denver, CO
  IA Registered
• Matthew William KellerCRD 7545983 · Carmel, IN
  IA Registered
• Nathan M KilpatrickCRD 7718772 · Carmel, IN
  IA Registered
• Jacob KleimolaCRD 7488091 · Denver, CO
  IA Registered
• Charlotte LippertCRD 4553048 · Carmel, IN
  IA Registered
• Hayden Harrison LudwigCRD 6948610 · Ottawa, OH
  IA Registered
• Evan LabrecqueCRD 7553657 · Carmel, IN
  IA Registered
• Luke W LambeckCRD 7796345 · Carmel, IN
  IA Registered
• Heath LangeCRD 7350705 · Carmel, IN
  IA Registered
• William LoganCRD 6897404 · Carmel, IN
  IA Registered
• Kristine MertaCRD 5983613 · Naples, FL
  IA Registered
• Phillip Christopher MickelCRD 4533371 · Carmel, IN
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.