Valeo Financial Advisors, LLC

Overview

Valeo Financial Advisors, LLC is an SEC registered investment adviser based in Carmel, IN, registered since 2004. It reports $13B in assets under management across 22,812 accounts, with 178 employees. It has 108 investment adviser representatives.

Reported AUM

$13B

Discretionary

82%

Accounts

22,812

Average account

$568K

Employees

178

Advisory reps

108

Registered since

2004

Jurisdictions

38

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Other Fees and Percentage of Assets

Executive officers 3 of 5

• Justin M Padgett President, Member CRD 5089654
• Connor Michael Skelly Chief Compliance Officer CRD 7999915
• John Charles Trott Member CRD 2081127

2 more executive officers, with direct contact details

Advisory reps 3 of 108

• Emeliano Austin Paul Ameye Investment Adviser Rep CRD 7255755
• Hal Armstrong Investment Adviser Rep CRD 8255650
• Sarah Elizabeth Arthur Investment Adviser Rep CRD 5151865

105 more advisory reps, with emails, phones and branch locations

Location

Headquarters

10 W Carmel Dr Ste 400
Carmel, IN 46032

County

Hamilton

Metro area

Indianapolis-Carmel-Anderson, IN

Region

Midwest

Registrations

• SEC registered
• Registered in 38 jurisdictions
• Website: valeofinancial.com

Every state, with registration dates

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