We file our regulatory disclosures annually with the US Securities and Exchange Commission.

You can search for our detailed disclosures on the SEC’s website, or directly download our Client Relationship Summary Document orĀ  Company Brochure (ADV Part 2).

Our Privacy Policy is available here.

You may direct any questions to:

Valeo Financial Advisors
attn: Chief Compliance Officer
10 West Carmel Drive, Ste 400
Carmel, IN 46032

or email us at: compliance [at] valeofinancial [.] com

  Legal, Privacy and Compliance Documents