$10.2B Total AUM
$10.0B Disc. AUM
18.8% 3Y CAGR
280 Employees
15,270 ADV. Clients
28 yrs Firm Age
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- Custodian
- Broadridge · Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-29-1998
- Office Locations
- 117
Office Locations
1001 W. Yamato Rd., Ste. 306 Boca Raton FL
1003 Bishop Street, Suite 2700 Honoulul HI
104 S Weber Street, Ste. 100 Colorado Springs CO
About Valmark Advisers, Inc.
Valmark Advisers, Inc. is a Akron-based RIA with 117 offices. The firm has been operating for 28 years. Managing $10.2B in total assets under management, with 280 advisory representatives. They custody assets with Broadridge and Charles Schwab & Company.
Team overview
50 AVG AGE
$36.3M AVG AUM / ADVISOR
$665.8K AVG AUM / CLIENT
9.5 yrs AVG TENURE
280 Employees
280 Advisory Reps
280 RIA Reps
28yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
C
CALEB JONATHAN CALLAHAN
CHIEF OPERATING OFFICER, EVP, Investment Advisor
- CRD
- #5011454
- Ownership
- Less than 5%
Available
Available
Available
E
ELIZABETH ERIN KOZENKO
--
- CRD
- #6218110
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 5 owners & executives
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A
Alexander Adams
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- CRD
- #7124271
Available
Available
Available
R
Ronak Adani
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- CRD
- #6854778
Available
Available
Available
Showing 2 of 304 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,995,377,825 | $478,706 |
| Non-Discretionary | $170,933,194 | $170,933,194 |
| Total | $10,166,311,019 | $486,869 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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