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VALMARK ADVISERS, INC.
VALMARK ADVISERS, INC. is an SEC-registered investment adviser in Akron, Ohio, since 1998. The firm manages $10.2 billion in assets, $10.0 billion on a...
VALMARK ADVISERS, INC.
VALMARK ADVISERS, INC. is an SEC-registered investment adviser in Akron, Ohio, since 1998. The firm manages $10.2 billion in assets, $10.0 billion on a discretionary basis. It has 280 employees and 280 investment advisers.
General information
Firm type
RIA
Year founded
1980
Location
Region
North America
Country
United States
City
Akron
Corporate office
Atlanta, GA, United States
Principals
Michael D. Guillemette
President and Chief Investment Officer
David H. Miller
Senior Vice President
William H. Blount
Chairman
Sector focus
Frequently asked questions
Who runs investment decisions at Valmark Advisers?
President and Chief Investment Officer Michael Guillemette leads investment strategy and day-to-day operations, while founder William Blount serves as chairman (per SEC registration filings). The firm's small senior team also includes Senior Vice President David H. Miller.
What investment sectors does Valmark focus on?
Valmark focuses on energy (including oil and gas exploration and production), renewable energy, infrastructure, and real estate. Documented offerings include Appalachian natural gas partnerships and midstream projects.
How does Valmark source its deal flow?
Valmark structures and sponsors its own private-placement limited partnerships, sourcing deals through relationships with operators and developers in energy and real estate sectors. The firm does not rely on external fund-of-funds managers.
Does Valmark act as a fund-of-funds?
No. Valmark sponsors direct, closed-end private placement funds rather than investing in other managers' funds. This approach gives the firm control over asset selection and structure, typical of direct-sponsor RIAs.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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