# Velaga Advisors

> Velaga Advisors is a state-registered investment advisory firm, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 329122
- Filed as: VELAGA ADVISORS
- Legal name: Velaga Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329122
- AdvisorCensus page: https://advisorcensus.com/firm/velaga-advisors-329122

## Quick answers

**How is Velaga Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Velaga Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Velaga Advisors registered with the SEC or a state?**
Velaga Advisors is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329122.

**How much does Velaga Advisors manage?**
Velaga Advisors reports $31,951,484 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).

**What types of clients does Velaga Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (10).

**Does Velaga Advisors 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/329122

**What changed in Velaga Advisors' recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 2 to 1. Regulatory assets under management went from $23,867,320 to $31,951,484 (+34%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $31,951,484
- Discretionary: $31,951,484
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $434,866 |
| High net worth individuals | 10 | $31,516,618 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- velagaadvisors.com
- LinkedIn @velaga-advisors

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 2 to 1.
- Regulatory assets under management went from $23,867,320 to $31,951,484 (+34%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Velaga Advisors (CRD 329122): Form ADV filing data as of October 2026.