| Name | Title | Ownership | Since |
|---|---|---|---|
| Caleb Jonathan Callahan Control | Evp, Chief Operating Officer | Under 5% | 2015 |
| Douglas Frederick Wilburn Control | Chief Compliance Officer/Chief Legal Officer | Under 5% | 2015 |
| Elizabeth Erin Kozenko Control | Vp Accounting & Finance | Under 5% | 2018 |
Valmark Advisers Inc reports $8.4 billion in regulatory assets under management on its Form ADV.
Valmark Advisers Inc reports 275 employees.
Valmark Advisers Inc is based in Akron, OH and has been SEC-registered since 1998.
Valmark Advisers Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 130 Springside Drive, Suite 300, Akron, OH 44333 |
| Phone | 800-765-5201 |
| Fax | 330-576-1250 |
| Office hours | 8:30 a.m. To 5:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $8.23B |
| Non-discretionary | $146.4M |
| Total (RAUM) | $8.38B |