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VALMARK ADVISERS, INC.
Valmark Advisers, founded in 1980, is an Atlanta RIA sponsoring private-placement energy, infrastructure, and real estate funds for accredited investors.
VALMARK ADVISERS, INC.
Valmark Advisers was founded in 1980 in Atlanta by William Blount, who remains chairman. The firm operates as an SEC-registered investment adviser, not a family office or traditional asset manager — a structural choice that allows it to sponsor private-placement funds for accredited and institutional investors rather than managing a single family's capital. The firm's strategy centers on direct investments and co-investments in energy, infrastructure, and real estate. Documented offerings include oil-and-gas drilling partnerships, renewable-energy funds, and real estate development vehicles. Valmark has raised capital for projects across the US, including Appalachian natural gas and midstream infrastructure (per SEC filings, 2010–2020). They target 15–20% annualized returns for their private-placement limited partnerships. Valmark maintains small professional staff, with fewer than 10 registered representatives listed on FINRA BrokerCheck. The firm has not disclosed total AUM publicly, though its ongoing registration with the SEC suggests compliance with assets-over-$100M thresholds. No recent large-scale fund closures or notable investment exits have been reported in the last 24 months. Valmark differentiates itself by structuring its own pooled vehicles rather than acting as a fund-of-funds or gatekeeper for external managers — a direct-sponsorship model more common among oil-and-gas syndicators of the 1980s than among modern RIAs. The firm's longevity and focus on closed-end private placements create a distinct regulatory and operational profile.
General information
Firm type
RIA
Year founded
1980
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Atlanta
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.
Is Valmark structured as a family office or a registered investment adviser?
Valmark operates as an SEC-registered investment adviser under the Investment Advisers Act. It manages pooled investment vehicles for multiple accredited and institutional investors, not a single family — a different structure from a family office.
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.
What is the firm's investment track record?
Valmark does not publicly publish return data on its private placements. The firm has been raising capital for energy and real estate projects since 1980, with individual partnerships typically targeting 15–20% annualized returns, per offering documents filed with the SEC.
How large is Valmark's management team?
Valmark operates with a small team. FINRA filings show fewer than 10 registered representatives. The firm has not disclosed total employees or AUM, though SEC registration indicates assets under management above $100 million.
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