Vela Investment Management, LLC

Vela Investment Management, LLC (CRD# 306678) is a financial advisory firm headquartered in New Albany, OH. They manage $397,892,003 in 278 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
220 Market Street Suite 208, New Albany, OH 43054
https://www.vela-im.com
By the Numbers
  • Total Assets Under Management
    398
    MILLION
  • Total Number of Accounts
    278
    ACCOUNTS
  • Average Account Value
    $1,431,266
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, OH

Financial Advisors at Vela Investment Management, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Roderick Dillon, financial advisor New Albany OH
Roderick H. Dillon
CRD#: 4399285
220 Market Street Suite 208, New Albany, OH 43054

Roderick Dillon (CRD# 4399285) is an Investment Advisor Representative working at Vela Investment Management, LLC in New Albany, OH and has 1 year of experience in the finance industry.

2
Jason Job, financial advisor New Albany OH
Jason R. Job
CRD#: 6458695
220 Market Street Suite 208, New Albany, OH 43054

Jason Job (CRD# 6458695) is an Investment Advisor Representative working at Vela Investment Management, LLC in New Albany, OH and has 1 year of experience in the finance industry.

3
Robert Sharpe, financial advisor New Albany OH
Robert C. Sharpe
CRD#: 1601656
220 Market Street Suite 208, New Albany, OH 43054

Robert Sharpe (CRD# 1601656) is an Investment Advisor Representative working at Vela Investment Management, LLC in New Albany, OH and has over 10 years of experience in the finance industry.

4
Christopher Brinich, financial advisor New Albany OH
Christopher Brinich
CRD#: 7715208
220 Market Street Suite 208, New Albany, OH 43054

Christopher Brinich (CRD# 7715208) is an Investment Advisor Representative working at Vela Investment Management, LLC in New Albany, OH and has 1 year of experience in the finance industry.

5
Jason Downey, financial advisor New Albany OH
Jason Downey
CRD#: 7271351
220 Market Street Suite 208, New Albany, OH 43054

Jason Downey (CRD# 7271351) is an Investment Advisor Representative working at Vela Investment Management, LLC in New Albany, OH and has 1 year of experience in the finance industry.

6
Brian Hilderbrand, financial advisor New Albany OH
Brian Hilderbrand
CRD#: 7371793
220 Market Street Suite 208, New Albany, OH 43054

Brian Hilderbrand (CRD# 7371793) is an Investment Advisor Representative working at Vela Investment Management, LLC in New Albany, OH and has 1 year of experience in the finance industry.

7
Jeannette Hubbard, financial advisor New Albany OH
Jeannette M. Hubbard
CRD#: 2672948
220 Market Street Suite 208, New Albany, OH 43054

Jeannette Hubbard (CRD# 2672948) is an Investment Advisor Representative working at Vela Investment Management, LLC in New Albany, OH and has over 22 years of experience in the finance industry.

8
Thomas Lennox, financial advisor New Albany OH
Thomas Lennox
CRD#: 7391410
220 Market Street Suite 208, New Albany, OH 43054

Thomas Lennox (CRD# 7391410) is an Investment Advisor Representative working at Vela Investment Management, LLC in New Albany, OH and has 1 year of experience in the finance industry.

9
Robert Murphy, financial advisor New Albany OH
Robert M. Murphy
CRD#: 5145799
220 Market Street Suite 208, New Albany, OH 43054

Robert Murphy (CRD# 5145799) is an Investment Advisor Representative working at Vela Investment Management, LLC in New Albany, OH and has 1 year of experience in the finance industry.

10
Kyle Schneider, financial advisor New Albany OH
Kyle L. Schneider
CRD#: 7295244
220 Market Street Suite 208, New Albany, OH 43054

Kyle Schneider (CRD# 7295244) is an Investment Advisor Representative working at Vela Investment Management, LLC in New Albany, OH and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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