Brent Alan Williams

Employer firm

Valeo Financial Advisors, LLC CRD 127132

$13.0B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2017 → Present
  Valeo Financial Advisors, Llc
  Carmel, IN
• 07/2015 → 10/2017
  Ernst & Young
  Indianapolis, IN

Other Businesses

Start Date: 06/2025-Owner-Outdoor Management Group, LLC-Whitestown, IN-property maintenance, lawn care, snow removal, and other outdoor management services-Not Investment Related-10-20 hours a month-2-4 during trading Start Date:06/2025-Owner-OM Land Holdings, LLC-Whitestown, IN-property maintenance, lawn care, snow removal, and other outdoor management services-Not Investment Related-10-20 hours a month-2-4 during trading

Designations

• Certified Financial Planner