VALEO FINANCIAL ADVISORS, LLC of CARMEL, IN is an SEC-registered investment adviser (CRD 127132). Regulatory assets under management: $13.0B.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Phillip Richard Evans | MEMBER | — |
| John Charles Trott | MEMBER | — |
| John Thomas Wortman | CHIEF EXECUTIVE OFFICER, MEMBER | — |
| Justin M Padgett | PRESIDENT; PRESIDENT, MEMBER | — |
| Connor Michael Skelly | CHIEF COMPLIANCE OFFICER | — |
| EVANS PHILLIP RICHARD | MEMBER | — |
| TROTT JOHN CHARLES | MEMBER; MEMBER AND CCO; MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| WORTMAN JOHN THOMAS | CHIEF EXECUTIVE OFFICER, MEMBER; MEMBER | — |
| GINN TIMOTHY A | MEMBER | — |
| FULK GREGORY ALAN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | — |
| PADGETT JUSTIN M | PRESIDENT | — |
| SEARS TODD EDWARD | CHIEF FINANCIAL OFFICER | — |
| Skelly Connor Michael | CHIEF COMPLIANCE OFFICER | — |