# Velev Advisors

> Velev Advisors is a state-registered investment advisory firm, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 22, 2026.

- CRD: 283370
- Filed as: VELEV ADVISORS
- Legal name: Velev, Jivko Stoyanov
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: January 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/283370
- AdvisorCensus page: https://advisorcensus.com/firm/velev-advisors-283370

## Quick answers

**How is Velev Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Velev 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 Velev Advisors registered with the SEC or a state?**
Velev Advisors is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 283370.

**How much does Velev Advisors manage?**
Velev Advisors reports $1,696,187 in regulatory assets under management in its Form ADV filing dated January 22, 2026 (100% discretionary).

**What types of clients does Velev Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2).

**Does Velev 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/283370

## 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: $1,696,187
- Discretionary: $1,696,187
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $1,696,187 |

### 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

### Firm details
- Registered since: 2016 (10 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)
- [velevadvisors.com](https://velevadvisors.com)
- Facebook @VelevAdvisors
- X @VelevAdvisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Velev Advisors (CRD 283370): Form ADV filing data as of October 2026.