Investment adviser · CRD 108050
VALMARK ADVISERS, INC.
Investment adviser filing (IA)
VALMARK ADVISERS INC
AKRON, OH, United States · Form ADV filed Jun 1, 2026
- Regulatory AUM
- $10.2B Form ADV · Item 5.F
- Client accounts
- 20,881 Accounts, not individual clients
- Employees
- 280 Reported in this filing
- Advisory professionals
- 280 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 12,995 | $4,161,643,656 | 40.9% |
| High-net-worth individuals | 1,629 | $3,946,462,741 | 38.8% |
| Investment companies | 1 | $1,490,670,050 | 14.7% |
| Other clients | 56 | $386,807,620 | 3.8% |
| Retirement plans | 190 | $165,547,326 | 1.6% |
| Charities | 19 | $15,179,626 | 0.1% |
Filing source
Form ADV 2110058 · Jun 1, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 1, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
130 SPRINGSIDE DRIVE, SUITE 300AKRON, OH, 44333, United States
CRD 108050
Filing source
Form ADV 2110058 · Jun 1, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.