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VALEO FINANCIAL ADVISORS, LLC

CARMEL, IN · CRD 127132 · IAPD ↗ · 317.218.6000

$12.96BRegulatory AUM
119Advisory reps
178Employees
0Clients
More than 500Planning clients
0Private funds
38States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
May 2026 — VALEO FINANCIAL ADVISORS, LLC notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — VALEO FINANCIAL ADVISORS, LLC added office(s): 9 -> 16 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
78
April 2026 — VALEO FINANCIAL ADVISORS, LLC grew from 111 to 119 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
December 2025 — VALEO FINANCIAL ADVISORS, LLC notice-filed in AK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
July 2025 — VALEO FINANCIAL ADVISORS, LLC notice-filed in HI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — VALEO FINANCIAL ADVISORS, LLC added office(s): 6 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
March 2025 — VALEO FINANCIAL ADVISORS, LLC notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — VALEO FINANCIAL ADVISORS, LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — VALEO FINANCIAL ADVISORS, LLC shrank from 117 to 108 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
65
April 2024 — VALEO FINANCIAL ADVISORS, LLC reported RAUM up 26% ($7.10B -> $8.94B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.