{
  "crd_number": 189514,
  "slug": "veltria-advisors-corp-miami-fl-189514",
  "primary_business_name": "VELTRIA ADVISORS CORP.",
  "legal_name": "VELTRIA ADVISORS CORP.",
  "dbas": [],
  "city": "Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-09-27",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 113156643.0,
  "raum_discretionary": 113156643.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 3169683.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 109986960.0,
      "count": 10
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/189514",
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/veltria-advisors-corp-miami-fl-189514",
  "display_name": "Veltria Advisors Corp.",
  "summary": "Veltria Advisors Corp. is an SEC-registered investment advisory firm in Miami, FL, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Veltria Advisors Corp. (CRD 189514): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Veltria Advisors Corp. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Veltria Advisors Corp. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Veltria Advisors Corp. located?",
      "a": "Veltria Advisors Corp.'s principal office is in Miami, FL, according to its Form ADV."
    },
    {
      "q": "Is Veltria Advisors Corp. registered with the SEC or a state?",
      "a": "Veltria Advisors Corp. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 189514."
    },
    {
      "q": "How much does Veltria Advisors Corp. manage?",
      "a": "Veltria Advisors Corp. reports $113,156,643 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Veltria Advisors Corp.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Veltria Advisors Corp.: Regulatory assets under management: $652,294,905 in the October 2021 data and $113,156,643 in the October 2026 data, down 83%. Total employees: 1 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Veltria Advisors Corp. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (10); individuals (other than high net worth individuals) (7)."
    },
    {
      "q": "Which custodians does Veltria Advisors Corp. use?",
      "a": "Veltria Advisors Corp.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Citigroup Global Markets Inc., J.P. Morgan Securities LLC, Morgan Stanley and Stonex Financial Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Veltria Advisors Corp. report any disciplinary disclosures?",
      "a": "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/189514"
    },
    {
      "q": "Does Veltria Advisors Corp. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"Veltria does not have an account minimum.\""
    },
    {
      "q": "What changed in Veltria Advisors Corp.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $82,534,545 to $113,156,643 (+37%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 652294905.0,
      "total_employees": 1,
      "filing_date": "2021-02-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 701828183.0,
      "total_employees": 1,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 632001625.0,
      "total_employees": 1,
      "filing_date": "2023-03-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 745740194.0,
      "total_employees": 1,
      "filing_date": "2024-03-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 900591450.0,
      "total_employees": 1,
      "filing_date": "2025-07-15"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 113156643.0,
      "total_employees": 6,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $82,534,545 to $113,156,643 (+37%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 1 to 2.",
        "Regulatory assets under management went from $900,591,450 to $82,534,545 (-91%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Veltria does not have an account minimum."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Veltria does not have an account minimum."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Citigroup Global Markets Inc.",
      "name_as_filed": "CITIGROUP GLOBAL MARKETS INC.",
      "affiliated": false
    },
    {
      "name": "J.P. Morgan Securities LLC",
      "name_as_filed": "J.P. MORGAN SECURITIES LLC",
      "affiliated": false
    },
    {
      "name": "Morgan Stanley",
      "name_as_filed": "MORGAN STANLEY",
      "affiliated": false
    },
    {
      "name": "Stonex Financial Inc.",
      "name_as_filed": "STONEX FINANCIAL INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/veltria-advisors-corp-miami-fl-189514.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 3169683.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 10,
      "fewer_than_5": false,
      "raum": 109986960.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/189514",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}