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| Keyboard |
| Valmark Advisers Inc
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|---|---|
| CRD # | 108050 |
| SEC # | 801-55564 |
| CIK # | 0001380443 |
| AUM | 10.17 B (2026-06-01) |
| Employees | 280 (100% Investors, 100% Brokers) |
| Phone | 800-765-5201 |
| Address | 130 Springside Drive Akron, OH 44333 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12,995 | 4.2 |
| (b) Individuals (high net worth individuals) | 1,629 | 3.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 1.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 190 | 0.2 |
| (h) Charitable organizations | 19 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 56 | 0.4 |
| Total | 20,881 | 10.2 |
| By Discretionary | ||
| Discretionary | 20,880 | 10.0 |
| Non-Discretionary | 1 | 0.2 |
| Total | 20,881 | 10.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.2 | |
| Total | 20,881 | 10.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001380443] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $4.4B |
| Clients | 380 |
| Serves | Institutional, Retail |
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|---|---|---|
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Agincourt Capital Management LLC
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|
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