VELA INVESTMENT MANAGEMENT, LLC

220 Market Street Suite 208
New Albany, Ohio 43054
Tel: (614) 653-8352

About VELA INVESTMENT MANAGEMENT, LLC

VELA INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as VELA INVESTMENT MANAGEMENT, LLC. The firm was established in 07/15/2020. They have over 1 offices throughout the country.

VELA INVESTMENT MANAGEMENT, LLC is a New Albany, Ohio based Financial Planning firm with nearly $397,892,003 assets under management, offering retirement planning & investment advisory services to 278 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306678
SEC#	801-119022
Assets Managed by Firm	$397,892,003
No. of Clients	278
No. of Advisors	25

Fee Structure

A percentage of AUM
Fixed fees
Performance Based
Other (MINIMUM FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Other (DONOR ADVISED FUNDS)

Firm Client Information

	No. of Clients	AUM
Firm Total	278	$397,892,003
Individuals (other than high net worth individuals)	44	$5,954,699
High net worth individuals	77	$113,071,009
Pension and profit sharing plans	2	$908,285
Charitable organizations	7	$43,399,318
Corporations or other businesses	5	$7,134,756

More Retirement Planning firms in New Albany, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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