Nathan Thompson Mitchell
Financial advisor at Valmark Advisers, Inc. · Opelika, AL
Last updated 2026-10-10
Claim your profileNathan Thompson Mitchell is a financial advisor at Valmark Advisers, Inc. in Opelika, AL, CRD 6962836. Licenses and exams on the registration: Series 66. IAPD registration began 2019-05-23.
Registration
- CRD number
- 6962836
- Registration status
- Active
- IAPD registration
- 2019-05-23
- Industry Experience
- 7 years
- Work Experience
- 18 years
- States registered
- AL, AR, CA, CT, FL, GA, LA, MD, NC, OH, SD, TX, UT
Licenses and exams
- Series 66
Designations
- CFP®
- Chartered Financial Consultant
Work history
- 2008-05 to 2017-05 · Animal Care Center · Dadeville, AL
- 2017-05 to 2018-05 · Smith-Kastner Wealth Management · Opelika, AL
- 2018-05 to Present · Smith-Kastner Wealth Management · Opelika, AL
Current employment
- Valmark Advisers, Inc. · Akron, OH
Valmark Advisers, Inc.
- Regulatory AUM
- $10,166,311,019
- Registered advisors
- 295
- Offices
- 149
- Clients per advisor
- 50.5 (Low)
- Average AUM per client
- $682.8K (Low)
- High-net-worth client ratio
- 10.9% (Low)
Valmark Advisers, Inc.: advisors, services and reported ETF investments
About
Nathan Thompson Mitchell is a CFP®, Chartered Financial Consultant financial advisor at Valmark Advisers, Inc. in Opelika, AL. Reported securities licenses include Series 66. The latest record indicates 7 years of industry experience and 18 years of reported work history. Reported roles include Smith-Kastner Wealth Management, Animal Care Center.
SEC disclosures list additional business and community activities: 1) Nathan Mitchell Independent Contractor: I hold no ownership in the family owned business, started 6/1/2019, not investment related, 1-5 hours per month, compensation is 7% of gross rental revenue/// 2) opelika, al; qualified intermediary for real estate related section 1031 exchanges; not investment related; charge a flat fee for 1031 qualified intermediary services; Per month; compensated by smith-kastner wealth management.
Valmark Advisers, Inc.'s firm-level Form ADV reports 295 advisors across 149 offices; approximately 50.5 clients per advisor, average assets per client of $682,761, and regulatory AUM of $10.2B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pension and profit-sharing plans, Charitable organizations, Other; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $8.9B across 425 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Nathan Thompson Mitchell personally.
Reported ETF positions
Valmark Advisers reports 425 ETF positions worth $8.9B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VEA — Vanguard FTSE Developed Markets ETF | $864M |
| SPYG — State Street SPDR Portfolio S&P 500 Growth ETF | $563.8M |
| SPYV — State Street SPDR Portfolio S&P 500 Value ETF | $563M |
| SPMD — State Street SPDR Portfolio S&P 400 Mid Cap ETF | $479.6M |
| VTIP — Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $369.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Valmark Advisers's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $85.2M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $8.4M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $3.2M | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $33.6M | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Valmark Advisers, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Insurance Company or Agency
Location
1800 Airport Road, Opelika, AL 36801
3 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 800-765-5201
- Website: valmarkfg.com
Official record
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