# Veda Financial Investment Advisory

> Veda Financial Investment Advisory is a state-registered investment advisory firm in Newport Beach, CA, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 6, 2026.

- CRD: 173448
- Filed as: VEDA FINANCIAL INVESTMENT ADVISORY
- Legal name: Veda Financial
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: January 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/173448
- AdvisorCensus page: https://advisorcensus.com/firm/veda-financial-investment-advisory-newport-beach-ca-173448

## Quick answers

**How is Veda Financial Investment Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Veda Financial Investment Advisory reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Veda Financial Investment Advisory located?**
Veda Financial Investment Advisory's principal office is in Newport Beach, CA, according to its Form ADV.

**Is Veda Financial Investment Advisory registered with the SEC or a state?**
Veda Financial Investment Advisory is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 173448.

**How much does Veda Financial Investment Advisory manage?**
Veda Financial Investment Advisory reports $55,000,000 in regulatory assets under management in its Form ADV filing dated January 6, 2026 (100% discretionary).

**What types of clients does Veda Financial Investment Advisory serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (55).

**Does Veda Financial Investment Advisory report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/173448

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $55,000,000
- Discretionary: $55,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 55 | $55,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [vedafinancial.com](https://vedafinancial.com)
- Facebook @Veda-Financial-522989957896054
- X @Veda_Financial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Veda Financial Investment Advisory (CRD 173448): Form ADV filing data as of October 2026.