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

Firm Details

Organization Type: Limited Liability Company
State of Formation: Indiana
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Dec 2, 2025
Branch Offices: 9

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER	NA	Control
FULK, GREGORY, ALAN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER	NA	Control
PADGETT, JUSTIN, M	I	PRESIDENT	NA	Control
PADGETT, JUSTIN, M	I	PRESIDENT	NA	Control
PADGETT, JUSTIN, M	I	PRESIDENT	NA	Control
PADGETT, JUSTIN, M	I	PRESIDENT	NA	Control
PADGETT, JUSTIN, M	I	PRESIDENT	NA	Control
PADGETT, JUSTIN, M	I	PRESIDENT	NA	Control
PADGETT, JUSTIN, M	I	PRESIDENT	NA	Control
PADGETT, JUSTIN, M	I	PRESIDENT	NA	Control
PADGETT, JUSTIN, M	I	PRESIDENT	NA	Control
PADGETT, JUSTIN, M	I	PRESIDENT	NA	Control
PADGETT, JUSTIN, M	I	PRESIDENT	NA	Control
SEARS, TODD, EDWARD	I	CHIEF FINANCIAL OFFICER	NA	Control
SEARS, TODD, EDWARD	I	CHIEF FINANCIAL OFFICER	NA	Control
Skelly, Connor, Michael	I	CHIEF COMPLIANCE OFFICER	NA	Control
Skelly, Connor, Michael	I	CHIEF COMPLIANCE OFFICER	NA	Control
Skelly, Connor, Michael	I	CHIEF COMPLIANCE OFFICER	NA	Control
Skelly, Connor, Michael	I	CHIEF COMPLIANCE OFFICER	NA	Control
Skelly, Connor, Michael	I	CHIEF COMPLIANCE OFFICER	NA	Control
Skelly, Connor, Michael	I	CHIEF COMPLIANCE OFFICER	NA	Control
Skelly, Connor, Michael	I	CHIEF COMPLIANCE OFFICER	NA	Control
Skelly, Connor, Michael	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROTT, JOHN, CHARLES	I	MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER AND CCO	C	Control
TROTT, JOHN, CHARLES	I	MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
TROTT, JOHN, CHARLES	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	CHIEF EXECUTIVE OFFICER, MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	CHIEF EXECUTIVE OFFICER, MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	CHIEF EXECUTIVE OFFICER, MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	CHIEF EXECUTIVE OFFICER, MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	CHIEF EXECUTIVE OFFICER, MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	CHIEF EXECUTIVE OFFICER, MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	CHIEF EXECUTIVE OFFICER, MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	CHIEF EXECUTIVE OFFICER, MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	CHIEF EXECUTIVE OFFICER, MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	CHIEF EXECUTIVE OFFICER, MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	CHIEF EXECUTIVE OFFICER, MEMBER	C	Control
WORTMAN, JOHN, THOMAS	I	CHIEF EXECUTIVE OFFICER, MEMBER	C	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	B	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	B	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	B	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	B	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
EVANS, PHILLIP, RICHARD	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
GINN, TIMOTHY, A	I	MEMBER	A	Control
PADGETT, JUSTIN, M	I	PRESIDENT, MEMBER	A	Control
PADGETT, JUSTIN, M	I	PRESIDENT, MEMBER	A	Control
PADGETT, JUSTIN, M	I	PRESIDENT, MEMBER	A	Control
PADGETT, JUSTIN, M	I	PRESIDENT, MEMBER	A	Control
PADGETT, JUSTIN, M	I	PRESIDENT, MEMBER	A	Control

Registrations

Federal

Dec 2, 2025 REGISTERED

Notice Filings (38)

AK AL AZ CA CO CT DC FL GA HI IA IL IN KY LA MA MD MI MN MO MS MT NC NH NJ NM NV NY OH OR PA SC TN TX UT VA WA WI

Address

10 W. CARMEL DR STE 400
CARMEL, IN 46032-3357
United States

Phone: 317.218.6000