# Valeo Financial Advisors

Valeo Financial Advisors is a Multi Family Office based in Carmel, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Carmel, United States
- **Region:** North America
- **Address:** Carmel, IN, United States
- **Founded:** 2003
- **Assets under management:** 10.64B (Altss estimate)
- **Website:** valeofinancial.com
- **LinkedIn:** https://www.linkedin.com/company/valeo-financial-advisors-llc

## Regulatory record

- **CRD number:** 127132
- **SEC file number:** 801-66402
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127132

## About

Valeo Financial Advisors was established in 2003 by John Wortman and John Trott as an outgrowth of their fee-only financial planning practice. The firm advises affluent families on investment allocation, tax planning, estate structures, and philanthropic vehicles. It remains headquartered in Carmel, Indiana, and holds membership in NAPFA. The firm deploys capital across public equities, hedge funds, private equity, and real estate. Confirmed holdings include large positions in SPDR S&P 500 ETF Trust, iShares Core S&P Small-Cap ETF, and Caterpillar Inc. It runs dedicated real estate funds such as Valeo-NB07 Fund LLC and Valeo-TP05 Fund LLC through its subsidiary TwoPointO Investor Relations, LLC. Geographic exposure centers on North America with additional holdings in emerging markets ETFs. The firm also maintains exposure to Grayscale Ethereum Trust. Valeo employs CFP professionals across its offices and oversees $10.64 billion in client assets. It owns 100 percent of TwoPointO Investor Relations, LLC, which handles investor relations for its private real estate portfolio. The firm participates in the Center for Real Estate Studies at Indiana Kelley advisory board. In January 2024 it attended the T3 Technology Tools for Today Conference in Las Vegas. Valeo Foundation Inc, established in 2008, solicits contributions to support education, health, food, and shelter initiatives. Valeo maintains a hybrid structure that combines multi-family office advisory with a captive real estate investment platform. This setup allows direct sourcing and due diligence on commercial properties without reliance on external GPs for that sleeve. The firm also operates Valeo Hedge Fund Partners II LLC as an internal vehicle for hedge fund exposure.

## Sectors

- Real Estate
- Hedge Funds
- Private Equity
- Philanthropic / Mission-Related Investing

## People

- John Wortman — Co-founder and CEO
- John Trott — Co-founder and Principal Officer
- Justin Padgett — President

## Questions

### Who runs investment decisions at Valeo Financial Advisors?

John Wortman serves as co-founder and CEO. Justin Padgett acts as president and oversees operations including the TwoPointO real estate platform.

### Does Valeo participate in fund commitments or only direct deals?

The firm commits to hedge funds and maintains fund-of-funds exposure. It also executes direct real estate investments through its subsidiary vehicles Valeo-NB07 Fund LLC and Valeo-TP05 Fund LLC.

### What investment stages does Valeo typically target?

Valeo focuses on public market equities and established private real estate assets. It does not target early-stage venture or growth equity.

### How is Valeo related to TwoPointO Investor Relations, LLC?

TwoPointO Investor Relations, LLC is a wholly-owned subsidiary that sources and manages private commercial real estate opportunities for Valeo clients.

### What is Valeo's known posture on co-investments alongside external GPs?

Valeo executes direct real estate investments internally through its subsidiary. Public equity and hedge fund exposure occurs via ETFs and fund commitments rather than co-investments with external managers.

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Last updated: 2026-07-06T01:24:27.952Z

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