VALMARK ADVISERS, INC.
Firm details
- Headquarters
- AKRON, Ohio
- CRD number
- 108050
- Registered since
- May 29, 1998
- Website
- www.valmarkfg.com
- Custodians
- SCHWAB ADVISOR SERVICES, PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals40.94%
- HNWI38.82%
- Investment Companies14.66%
- Other3.8%
- Pension & Profit Sharing Plans1.63%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Valmark Advisers, Inc. is a corporate investment advisory and insurance broker-dealer that provides financial planning and portfolio management for individuals, families, small businesses, institutions and investment companies. The firm operates as a capital allocator and offers a mix of fee arrangements (percentage of AUM, hourly and fixed fees). Its advisory services explicitly include financial planning, discretionary portfolio management across client types, pension consulting and the selection of outside managers. Valmark maintains industry relationships as both a broker-dealer and an insurance company, and it appears to integrate insurance and annuity solutions into its client-facing offerings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Cash & Cash Equivalents3%
- State & Local Bonds2%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 24KENNETH EHINGER
President and CEOCRD 1525408
Mark Rothwell
Chief Operating OfficerCRD 7382909
MICHELINE ROMANO
COOCRD 2597233
Contacts
3 of 267Mark Hadley
Retirement Plan ConsultantCRD 6831309
JARED KNOBBE
Financial AdvisorCRD 6515327
Charles Gable
Financial AdvisorCRD 2269515
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 547Active vs passive
$11.2B in ETFs
87%
$9.7B
11%
$1.5B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $779M | 12,151,204 | 6.98% |
Location
AKRON, OH
SUMMIT
Location
AKRON, OH
Headquartered in AKRON, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- SUMMIT
- Address
- 130 Springside Dr
- Time zone
- ET (UTC-5)
- Office locations
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