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Fund Manager

Valeo Financial Advisors

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VA
Valeo Financial Advisors

Fund Manager

Primary Strategy: Other

Year Founded: 2003

Number of Employees: 195

Ownership: Privately Held

Year End: December

Description

Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a client’s entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate

Contact

Website: Link to website

LinkedIn: linkedin.com/company/valeo-financial-advisors-llc

Address

10 W. Carmel DR Ste 400, Carmel, Indiana, United States

Date

As of: September 30, 2025

Key Metrics

See data over time

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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