Vela Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New Albany, OH. Its latest Form ADV filing, dated March 26, 2026, reports $563M in regulatory assets under management, 29 employees, 2 offices, and 346 accounts.
Assets Under Management
$563M
Employees
29
Offices
2 offices
Total Clients
179
Primary office
NEW ALBANY, OH
220 MARKET STREET SUITE 208, NEW ALBANY, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 60.3% of total clients.
Top client categories% of clientsClients
1
HNWI
60.3%
108
2
Individuals
32.4%
58
3
Charitable
3.4%
6
4
Corporations
2.8%
5
5
Investment Cos.
0.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$563Mas of March 26, 2026
Discretionary100.0%
$563M
100% of total RAUM100.0%
Non-discretionary0.0%
$88K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$563M
Total Accounts346
10Y AUM Change+$460M (+444.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees29
Clients per Employee6:1
10Y Employee Change+18 (+163.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.