# Velaris Wealth Management

> Velaris Wealth Management is an SEC-registered investment advisory firm in Orlando, FL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 4, 2026.

- CRD: 340592
- Filed as: VELARIS WEALTH MANAGEMENT
- Legal name: ISF Global Capital Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Orlando, FL
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340592
- AdvisorCensus page: https://advisorcensus.com/firm/velaris-wealth-management-orlando-fl-340592

## Quick answers

**How is Velaris Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Velaris Wealth Management reports these compensation arrangements: a percentage of assets under its management; subscription fees (for a newsletter or periodical).

**How much does Velaris Wealth Management charge?**
Its Form ADV Part 2A brochure dated June 5, 2026 states: Subscription: $800 a year (subscription investment education services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Velaris Wealth Management located?**
Velaris Wealth Management's principal office is in Orlando, FL, according to its Form ADV.

**Is Velaris Wealth Management registered with the SEC or a state?**
Velaris Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340592.

**How much does Velaris Wealth Management manage?**
Velaris Wealth Management reports $128,708,258 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (100% discretionary).

**What types of clients does Velaris Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (69); high net worth individuals (27); pooled investment vehicles (other than investment companies and business development companies) (13).

**Which custodians does Velaris Wealth Management use?**
Velaris Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Velaris Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/340592

**Does Velaris Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated June 5, 2026 says: "Velaris does not impose a minimum portfolio size or a minimum initial investment to open an account. However, Velaris does reserve the right to accept or decline a potential client for any reason in its sole discretion."

**What changed in Velaris Wealth Management's recent Form ADV filings?**
In the July 2026 filing data: Regulatory assets under management went from $0 to $128,708,258.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)

### Fees and minimums (Form ADV Part 2A brochure dated June 5, 2026)

- Account minimum: None (the brochure says it may be waived or negotiated)

> Velaris does not impose a minimum portfolio size or a minimum initial investment to open an account. However, Velaris does reserve the right to accept or decline a potential client for any reason in its sole discretion.

- Subscription: $800 a year (subscription investment education services)

> The subscription investment education services fee is an annual fee of $800 paid in advance.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $128,708,258
- Discretionary: $128,708,258
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 69 | $17,402,802 |
| High net worth individuals | 27 | $33,758,387 |
| Pooled investment vehicles (other than investment companies and business development companies) | 13 | $77,547,069 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- velaris.global

## Changes in the filing (last 12 months)

### July 2026
- Regulatory assets under management went from $0 to $128,708,258.

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Velaris Wealth Management (CRD 340592): Form ADV filing data as of October 2026.