# Valmark Advisers, Inc.

> Valmark Advisers, Inc. is an SEC-registered investment advisory firm in Akron, OH, registered since 1998, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 1, 2026.

- CRD: 108050
- Filed as: VALMARK ADVISERS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Akron, OH
- Filing period: October 2026
- Form ADV filing dated: June 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108050
- AdvisorCensus page: https://advisorcensus.com/firm/valmark-advisers-inc-akron-oh-108050

## Quick answers

**How is Valmark Advisers, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Valmark Advisers, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Valmark Advisers, Inc. located?**
Valmark Advisers, Inc.'s principal office is in Akron, OH, according to its Form ADV; the July 2026 filing also lists 24 other offices (Schedule D, Section 1.F).

**Is Valmark Advisers, Inc. registered with the SEC or a state?**
Valmark Advisers, Inc. is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 108050.

**How much does Valmark Advisers, Inc. manage?**
Valmark Advisers, Inc. reports $10,166,311,019 in regulatory assets under management in its Form ADV filing dated June 1, 2026 (98% discretionary).

**How have Valmark Advisers, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Valmark Advisers, Inc.: Regulatory assets under management: $6,317,794,837 in the October 2021 data and $10,166,311,019 in the October 2026 data, up 61%. Total employees: 227 in October 2021 and 280 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Valmark Advisers, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12,995); high net worth individuals (1,629); pension and profit sharing plans (but not the plan participants or government pension plans) (190).

**Which custodians does Valmark Advisers, Inc. use?**
Valmark Advisers, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC and Schwab Advisor Services as custodians holding 10% or more of its separately managed account assets.

**Does Valmark Advisers, Inc. report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation), 11.D(4) (another regulator's order in the past ten years), and 11.H(1)(b) (court finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108050

**What changed in Valmark Advisers, Inc.'s recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $8,379,181,235 to $10,166,311,019 (+21%). Employees performing advisory functions went from 275 to 280. Changed its office addresses in Akron, OH. Changed its office addresses in Cincinnati, OH. Changed its office addresses in Grand Rapids, MI. Changed its office addresses in Irvine, CA. Changed its office addresses in Menomonee Falls, WI. Added an office in Worthington, OH. No longer lists an office in Fort Mitchell, KY.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC
- Schwab Advisor Services

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $10,166,311,019
- Discretionary: $9,995,377,825
- Non-discretionary: $170,933,194

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12,995 | $4,161,643,656 |
| High net worth individuals | 1,629 | $3,946,462,741 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $1,490,670,050 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 190 | $165,547,326 |
| Charitable organizations | 19 | $15,179,626 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 56 | $386,807,620 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 1998 (28 years)
- Employees: 280 total, 280 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.H(1)(b): Has a domestic or foreign court ever found that the firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108050

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Akron, OH
- Ashburn, VA
- Boca Raton, FL
- Canfield, OH
- Cincinnati, OH
- Elkhorn, NE
- Fairlawn, OH
- Flowood, MS
- Fort Lauderdale, FL
- Gloucester, MA
- Grand Rapids, MI
- Irvine, CA
- Mason, MI
- Menomonee Falls, WI
- Mentor, OH
- Mt. Vernon, NE
- Newark, OH
- Opelika, AL
- Pittsford, NY
- Plainville, MA
- St. Cloud, MN
- Tustin, CA
- Westlake, OH
- Worthington, OH

### Websites listed on Form ADV (Item 1.I)
- valmarkfg.com
- LinkedIn @valmark-financial-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $6,317,794,837 | 227 | June 4, 2021 |
| October 2022 | $7,506,226,783 | 250 | September 7, 2022 |
| October 2023 | $5,802,516,925 | 260 | February 17, 2023 |
| October 2024 | $7,029,587,820 | 260 | May 3, 2024 |
| October 2025 | $8,379,181,235 | 275 | June 16, 2025 |
| October 2026 | $10,166,311,019 | 280 | June 1, 2026 |

Regulatory assets under management: $6,317,794,837 in the October 2021 data and $10,166,311,019 in the October 2026 data, up 61%.
Total employees: 227 in October 2021 and 280 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $8,379,181,235 to $10,166,311,019 (+21%).
- Employees performing advisory functions went from 275 to 280.
- Changed its office addresses in Akron, OH.
- Changed its office addresses in Cincinnati, OH.
- Changed its office addresses in Grand Rapids, MI.
- Changed its office addresses in Irvine, CA.
- Changed its office addresses in Menomonee Falls, WI.
- Added an office in Worthington, OH.
- No longer lists an office in Fort Mitchell, KY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Valmark Advisers, Inc. (CRD 108050): Form ADV filing data as of October 2026.