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- Custodian
- Broadridge · Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-29-1998
- Office Locations
- 115
Office Locations
About Valmark Advisers, Inc.
Valmark Advisers, Inc. is a Akron-based RIA with 115 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.
Reported data analysis
What the numbers show
Between June 16, 2025 and June 1, 2026, reported AUM increased 21.3%, from $8.4B to $10.2B.
Across 5 reported observations, AUM increased 35.4% between October 4, 2022 and June 1, 2026, from $7.5B to $10.2B.
Of the latest reported AUM, 98.3% is discretionary and 1.7% is non-discretionary.
The firm reports 280 advisory representatives and 15,270 clients, or 54.5 clients per representative. That equates to $665.8K in reported AUM per client.
The profile lists 115 reported office locations and 28 years in operation. The source data was last updated on June 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Valmark Advisers, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CALEB JONATHAN CALLAHAN
CHIEF OPERATING OFFICER, EVP, Investment Advisor
- CRD
- #5011454
- Ownership
- Less than 5%
ELIZABETH ERIN KOZENKO
--
- CRD
- #6218110
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Alexander Adams
--
- CRD
- #7124271
Ronak Adani
--
- CRD
- #6854778
Showing 2 of 302 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Valmark Advisers, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Valmark Advisers, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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