# VALEO FINANCIAL ADVISORS, LLC

VALEO FINANCIAL ADVISORS, LLC of CARMEL, IN is an SEC-registered investment adviser.

## Registration

- CRD: 127132
- Type: SEC-registered investment adviser
- SEC file number: 801-66402
- Location: 10 W. CARMEL DR STE 400, CARMEL, IN, 46032-3357
- Phone: 317.218.6000
- Latest filing: 2026-04-30
- Regulatory AUM: $13.0B
- Discretionary AUM: $10.7B
- Non-discretionary AUM: $2.3B
- Clients: 178
- Accounts: 22,812

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (13)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127132/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127132/similar
- Related entities: https://search.stillhousedata.com/firm/127132/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127132

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.