VALEO FINANCIAL ADVISORS, LLC
CRD #127132 SEC #801-66402 CARMEL, IN 317.218.6000
SEC Registered Private Funds
Total AUM
$10.6B
Discretionary
$7.4B
Employees
177
Clients
--
Accounts
23,718
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $10.6B | $7.4B | $3.3B | 177 | 0 |
| Sep 2025 | $10.6B | $7.4B | $3.3B | 177 | 0 |
| Jun 2025 | $10.6B | $7.4B | $3.3B | 177 | 0 |
| Mar 2025 | $10.6B | $7.4B | $3.3B | 177 | 0 |
| Mar 2025 | $10.6B | $7.4B | $3.3B | 177 | 0 |
| Feb 2025 | $8.9B | $7B | $2B | 155 | 0 |
| Oct 2024 | $8.9B | $7B | $2B | 155 | 0 |
| May 2024 | $8.9B | $7B | $2B | 155 | 0 |
| May 2024 | $8.9B | $7B | $2B | 155 | 0 |
| Mar 2024 | $8.9B | $7B | $2B | 155 | 0 |
| Nov 2023 | $7.1B | $5.5B | $1.6B | 161 | 0 |
| Jul 2023 | $7.1B | $5.5B | $1.6B | 161 | 0 |
| Mar 2023 | $7.1B | $5.5B | $1.6B | 161 | 0 |
| Mar 2023 | $7.1B | $5.5B | $1.6B | 161 | 0 |
| Oct 2022 | $7.3B | $5B | $2.3B | 120 | 100 |
| Jul 2022 | $7.3B | $5B | $2.3B | 120 | 100 |
| Mar 2022 | $7.3B | $5B | $2.3B | 120 | 100 |
| May 2021 | $6.4B | $4.9B | $1.5B | 99 | 100 |
| Apr 2021 | $6.4B | $4.9B | $1.5B | 99 | 100 |
| Mar 2021 | $6.4B | $4.9B | $1.5B | 99 | 100 |
| Mar 2021 | $6.4B | $4.9B | $1.5B | 99 | 100 |
| Oct 2020 | $4.9B | $3.8B | $1.2B | 62 | 100 |
| Oct 2020 | $4.9B | $3.8B | $1.2B | 62 | 100 |
| Jul 2020 | $4.9B | $3.8B | $1.2B | 62 | 100 |
| Jun 2020 | $4.9B | $3.8B | $1.2B | 62 | 100 |
| Mar 2020 | $4.9B | $3.8B | $1.2B | 62 | 100 |
| Dec 2019 | $3.8B | $2.5B | $1.2B | 68 | 100 |
| Nov 2019 | $3.8B | $2.5B | $1.2B | 68 | 100 |
| Sep 2019 | $3.8B | $2.5B | $1.2B | 68 | 100 |
| Mar 2019 | $3.8B | $2.5B | $1.2B | 68 | 100 |
| Jan 2019 | $3.3B | $2.3B | $1.1B | 55 | 100 |
| Jul 2018 | $3.3B | $2.3B | $1.1B | 55 | 100 |
| Mar 2018 | $3.3B | $2.3B | $1.1B | 55 | 100 |
| Sep 2017 | $2.4B | $820.3M | $1.6B | 49 | 1,200 |
| Mar 2017 | $2.4B | $820.3M | $1.6B | 49 | 1,200 |
| Nov 2016 | $2B | $63.6M | $1.9B | 46 | 1,100 |
| Oct 2016 | $2B | $63.6M | $1.9B | 46 | 1,100 |
| Mar 2016 | $2B | $63.6M | $1.9B | 46 | 1,100 |
| Oct 2015 | $1.7B | $70.5M | $1.7B | 36 | 800 |
| Aug 2015 | $1.7B | $70.5M | $1.7B | 36 | 800 |
| Jul 2015 | $1.7B | $70.5M | $1.7B | 36 | 800 |
| Mar 2015 | $1.7B | $70.5M | $1.7B | 36 | 800 |
| Aug 2014 | $1.4B | $72.9M | $1.4B | 31 | 700 |
| Aug 2014 | $1.4B | $72.9M | $1.4B | 31 | 700 |
| Mar 2014 | $1.4B | $72.9M | $1.4B | 31 | 700 |
| Jul 2013 | $1.2B | $19.5M | $1.2B | 28 | 700 |
| Apr 2013 | $1.2B | $19.5M | $1.2B | 28 | 700 |
| Mar 2013 | $1.2B | $19.5M | $1.2B | 28 | 700 |
| Mar 2012 | $815.9M | $15.4M | $800.6M | 11 | 600 |
| Mar 2011 | $795.5M | $15.3M | $780.1M | -- | -- |
| May 2009 | $447.7M | $13.6M | $434.1M | -- | -- |
| Mar 2007 | $315.4M | $8M | $307.5M | -- | -- |
| Jan 2007 | $285.3M | $0 | $285.3M | 10 | -- |
| Mar 2006 | $259.1M | $0 | $259.1M | 10 | -- |
DateDec 2025
Total AUM$10.6B
Discretionary$7.4B
Non-Disc.$3.3B
Employees177
Clients0
DateSep 2025
Total AUM$10.6B
Discretionary$7.4B
Non-Disc.$3.3B
Employees177
Clients0
DateJun 2025
Total AUM$10.6B
Discretionary$7.4B
Non-Disc.$3.3B
Employees177
Clients0
DateMar 2025
Total AUM$10.6B
Discretionary$7.4B
Non-Disc.$3.3B
Employees177
Clients0
DateMar 2025
Total AUM$10.6B
Discretionary$7.4B
Non-Disc.$3.3B
Employees177
Clients0
DateFeb 2025
Total AUM$8.9B
Discretionary$7B
Non-Disc.$2B
Employees155
Clients0
DateOct 2024
Total AUM$8.9B
Discretionary$7B
Non-Disc.$2B
Employees155
Clients0
DateMay 2024
Total AUM$8.9B
Discretionary$7B
Non-Disc.$2B
Employees155
Clients0
DateMay 2024
Total AUM$8.9B
Discretionary$7B
Non-Disc.$2B
Employees155
Clients0
DateMar 2024
Total AUM$8.9B
Discretionary$7B
Non-Disc.$2B
Employees155
Clients0
DateNov 2023
Total AUM$7.1B
Discretionary$5.5B
Non-Disc.$1.6B
Employees161
Clients0
DateJul 2023
Total AUM$7.1B
Discretionary$5.5B
Non-Disc.$1.6B
Employees161
Clients0
DateMar 2023
Total AUM$7.1B
Discretionary$5.5B
Non-Disc.$1.6B
Employees161
Clients0
DateMar 2023
Total AUM$7.1B
Discretionary$5.5B
Non-Disc.$1.6B
Employees161
Clients0
DateOct 2022
Total AUM$7.3B
Discretionary$5B
Non-Disc.$2.3B
Employees120
Clients100
DateJul 2022
Total AUM$7.3B
Discretionary$5B
Non-Disc.$2.3B
Employees120
Clients100
DateMar 2022
Total AUM$7.3B
Discretionary$5B
Non-Disc.$2.3B
Employees120
Clients100
DateMay 2021
Total AUM$6.4B
Discretionary$4.9B
Non-Disc.$1.5B
Employees99
Clients100
DateApr 2021
Total AUM$6.4B
Discretionary$4.9B
Non-Disc.$1.5B
Employees99
Clients100
DateMar 2021
Total AUM$6.4B
Discretionary$4.9B
Non-Disc.$1.5B
Employees99
Clients100
DateMar 2021
Total AUM$6.4B
Discretionary$4.9B
Non-Disc.$1.5B
Employees99
Clients100
DateOct 2020
Total AUM$4.9B
Discretionary$3.8B
Non-Disc.$1.2B
Employees62
Clients100
DateOct 2020
Total AUM$4.9B
Discretionary$3.8B
Non-Disc.$1.2B
Employees62
Clients100
DateJul 2020
Total AUM$4.9B
Discretionary$3.8B
Non-Disc.$1.2B
Employees62
Clients100
DateJun 2020
Total AUM$4.9B
Discretionary$3.8B
Non-Disc.$1.2B
Employees62
Clients100
DateMar 2020
Total AUM$4.9B
Discretionary$3.8B
Non-Disc.$1.2B
Employees62
Clients100
DateDec 2019
Total AUM$3.8B
Discretionary$2.5B
Non-Disc.$1.2B
Employees68
Clients100
DateNov 2019
Total AUM$3.8B
Discretionary$2.5B
Non-Disc.$1.2B
Employees68
Clients100
DateSep 2019
Total AUM$3.8B
Discretionary$2.5B
Non-Disc.$1.2B
Employees68
Clients100
DateMar 2019
Total AUM$3.8B
Discretionary$2.5B
Non-Disc.$1.2B
Employees68
Clients100
DateJan 2019
Total AUM$3.3B
Discretionary$2.3B
Non-Disc.$1.1B
Employees55
Clients100
DateJul 2018
Total AUM$3.3B
Discretionary$2.3B
Non-Disc.$1.1B
Employees55
Clients100
DateMar 2018
Total AUM$3.3B
Discretionary$2.3B
Non-Disc.$1.1B
Employees55
Clients100
DateSep 2017
Total AUM$2.4B
Discretionary$820.3M
Non-Disc.$1.6B
Employees49
Clients1,200
DateMar 2017
Total AUM$2.4B
Discretionary$820.3M
Non-Disc.$1.6B
Employees49
Clients1,200
DateNov 2016
Total AUM$2B
Discretionary$63.6M
Non-Disc.$1.9B
Employees46
Clients1,100
DateOct 2016
Total AUM$2B
Discretionary$63.6M
Non-Disc.$1.9B
Employees46
Clients1,100
DateMar 2016
Total AUM$2B
Discretionary$63.6M
Non-Disc.$1.9B
Employees46
Clients1,100
DateOct 2015
Total AUM$1.7B
Discretionary$70.5M
Non-Disc.$1.7B
Employees36
Clients800
DateAug 2015
Total AUM$1.7B
Discretionary$70.5M
Non-Disc.$1.7B
Employees36
Clients800
DateJul 2015
Total AUM$1.7B
Discretionary$70.5M
Non-Disc.$1.7B
Employees36
Clients800
DateMar 2015
Total AUM$1.7B
Discretionary$70.5M
Non-Disc.$1.7B
Employees36
Clients800
DateAug 2014
Total AUM$1.4B
Discretionary$72.9M
Non-Disc.$1.4B
Employees31
Clients700
DateAug 2014
Total AUM$1.4B
Discretionary$72.9M
Non-Disc.$1.4B
Employees31
Clients700
DateMar 2014
Total AUM$1.4B
Discretionary$72.9M
Non-Disc.$1.4B
Employees31
Clients700
DateJul 2013
Total AUM$1.2B
Discretionary$19.5M
Non-Disc.$1.2B
Employees28
Clients700
DateApr 2013
Total AUM$1.2B
Discretionary$19.5M
Non-Disc.$1.2B
Employees28
Clients700
DateMar 2013
Total AUM$1.2B
Discretionary$19.5M
Non-Disc.$1.2B
Employees28
Clients700
DateMar 2012
Total AUM$815.9M
Discretionary$15.4M
Non-Disc.$800.6M
Employees11
Clients600
DateMar 2011
Total AUM$795.5M
Discretionary$15.3M
Non-Disc.$780.1M
Employees--
Clients--
DateMay 2009
Total AUM$447.7M
Discretionary$13.6M
Non-Disc.$434.1M
Employees--
Clients--
DateMar 2007
Total AUM$315.4M
Discretionary$8M
Non-Disc.$307.5M
Employees--
Clients--
DateJan 2007
Total AUM$285.3M
Discretionary$0
Non-Disc.$285.3M
Employees10
Clients--
DateMar 2006
Total AUM$259.1M
Discretionary$0
Non-Disc.$259.1M
Employees10
Clients--