Clay Campbell
Investment adviser representative at Valeo Financial Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$13BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Valeo Financial Advisors, LLCJan 2024 to now
- Hurlow Wealth ManagementMay 2023 to Aug 2023
- National Flag FootballApr 2022 to Jun 2022
- Student At Marian UniversityAug 2020 to Dec 2023
- SubwayJun 2020 to Aug 2020
- Jimtown High SchoolJan 2015 to Jun 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IN).
Valeo Financial Advisors, LLC
$13BAssets managed
3,042Clients
108Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8185257
- Firm CRD
- 127132