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 2 of 2

• Parker Allen MaxwellCRD 6389660 · Denver, CO
  IA RegisteredRegistration inactive
• Logan MearsCRD 7178263 · Carmel, IN
  IA RegisteredRegistration inactive
• Easton MeyerCRD 7976049 · Carmel, IN
  IA Registered
• Zachary MeyerCRD 6604121 · Carmel, IN
  IA Registered
• Blake A MontgomeryCRD 7366347 · Carmel, IN
  IA RegisteredRegistration inactive
• Benjamin Franklin MossoneyCRD 7256883 · Carmel, IN
  IA RegisteredRegistration inactive
• Aidan Parker NewsomCRD 7732600 · Carmel, IN
  IA Registered
• Charles NeyCRD 7525498 · Carmel, IN
  IA Registered
• Zachary Allen O'connorCRD 7374780 · Carmel, IN
  IA Registered
• Fernando Lawrence OrtizCRD 1689372 · Centennial, CO
  IA Registered
• Davis OdomCRD 7860435 · Carmel, IN
  IA Registered
• Justin M PadgettCRD 5089654 · Carmel, IN
  IA Registered
• David A PageCRD 6475219 · Carmel, IN
  IA Registered
• Charles Scott PenolaCRD 7039640 · Carmel, IN
  IA RegisteredRegistration inactive
• Matthew A PresleyCRD 6546129 · Carmel, IN
  IA Registered
• Michael W PhillipsCRD 6600273 · Carmel, IN
  IA Registered
• Ashton PoctaCRD 7487634 · Richmond, VA
  IA Registered
• Ryan David PriceCRD 7612603 · Carmel, IN
  IA Registered
• Chad Dennis ReedCRD 4642816 · Carmel, IN
  IA Registered
• Brian C RosswurmCRD 5666729 · Carmel, IN
  IA Registered
• Kristen M Rueth AllenCRD 5814386 · Carmel, IN
  IA Registered
• Colton RomineCRD 7790706 · Carmel, IN
  IA Registered
• Peter Joseph Nakpil RoyecaCRD 7580503 · Carmel, IN
  IA Registered
• Richard Doud SeaverCRD 2518644 · Carmel, IN
  IA Registered
  Disclosure event(s) on record
• Christopher James SieglCRD 5548183 · Carmel, IN
  IA RegisteredRegistration inactive
• Brian Nathaniel SpeadCRD 5230046 · Littleton, CO
  IA RegisteredRegistration inactive
• Erich Halden StoutCRD 5829002 · Carmel, IN
  IA Registered
• Paige Sumner SanfelippoCRD 7129176 · Carmel, IN
  IA Registered
• Jacob Matthew SmithCRD 7261076 · Carmel, IN
  IA Registered
• Katie J SmithCRD 6039855 · Carmel, IN
  IA Registered
• William Harrison SyrusCRD 8004060 · Carmel, IN
  IA Registered
• Andrew Nathan TellitocciCRD 6751137 · Carmel, IN
  IA RegisteredRegistration inactive
• John Charles TrottCRD 2081127 · Carmel, IN
  IA Registered
• Katelyn Leann TurcheckCRD 6956213 · Carmel, IN
  IA RegisteredRegistration inactive
• Madison TheileCRD 7686010 · Carmel, IN
  IA Registered
• Robert W TuckfieldCRD 7773816 · Carmel, IN
  IA Registered
• Jamie Nicole VladuchickCRD 5528955 · Carmel, IN
  IA Registered
• Jacob Eric ValdickCRD 7212894 · Carmel, IN
  IA Registered
• Danielle Rachel Van BurenCRD 7545920 · Carmel, IN
  IA Registered
• Philip James WallinCRD 6175669 · Richmond, VA
  IA Registered
• Matthew Tyler WilliamsCRD 5540567 · Richmond, VA
  IA Registered
• John Thomas WortmanCRD 2635477 · Carmel, IN
  IA Registered
• Nicholas John WeyhmuellerCRD 7614725 · Carmel, IN
  IA Registered
• Brent Alan WilliamsCRD 7021777 · Carmel, IN
  IA Registered
• Shaun Robert WilliamsCRD 6456135 · Carmel, IN
  IA RegisteredRegistration inactive
• Laura Kathleen WilsonCRD 7421278 · Carmel, IN
  IA Registered
• Jacob WoodwardCRD 7425341 · Carmel, IN
  IA Registered
• Kara M WrightCRD 6599035 · Carmel, IN
  IA RegisteredRegistration inactive
• Jacob Paul ZeiherCRD 6653389 · Carmel, IN
  IA RegisteredRegistration inactive

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.