Vela Investment Management, Llc
- Regulatory AUM
- $563M
- Discretionary
- $563M
- Clients
- 179
- Avg AUM / client
- $3.1M
- Accounts
- 346
- Employees
- 29
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 58 | $7.1M | 1.26% |
| High net worth individuals | 108 | $128M | 22.8% |
| Investment companies | 1 | $384M | 68.2% |
| Pension and profit sharing plans | 1 | $12.7K | 0.0% |
| Charitable organizations | 6 | $37.9M | 6.74% |
| Corporations and other businesses | 5 | $5.6M | 0.99% |
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dillon, Roderick, Hadley | Member, Ceo, Cio & Portfolio Manager | Nov 2019 (7y) | 25% – 50% | |
| Jason Richard Job | Member, Cfo & Portfolio Manager | CFA | Dec 2019 (7y) | 5% – 10% |
| Wesolek, Lisa, Marie | Member, President & Coo | Dec 2019 (7y) | 5% – 10% | |
| Downey, Jason | Member, Portfolio Manager & Research Analyst | Apr 2020 (6y) | 10% – 25% | |
| Hubbard, Jeannette, Mcdonald | Member, Portfolio Manager & Research Analyst | Apr 2020 (6y) | 5% – 10% | |
| Murphy, Robert, Mulholand | Member, Portfolio Manager & Research Analyst | Apr 2020 (6y) | Less than 5% | |
| Mcconnell, Julia, Anne | Member, Marketing & Communications Director | Sep 2020 (6y) | Less than 5% | |
| Sharpe, Robert, Craig | Member, Portfolio Manager & Research Analyst | Sep 2020 (6y) | 5% – 10% | |
| Schneider, Kyle, Lyndon | Member, Portfolio Manager & Research Analyst | Sep 2020 (6y) | Less than 5% | |
| Thomas Lennox | Member, Client Development | May 2021 (5y) | Less than 5% | |
| Langley, Beverly, Jean | Chief Compliance Officer | Oct 2021 (5y) | Less than 5% | |
| Nicholas Rinker | Member, Portfolio Manager & Research Analyst | CFA | Feb 2022 (5y) | Less than 5% |
| Brinich, Christopher | Member, Research Analyst | Jan 2023 (4y) | Less than 5% | |
| Koci, Robert, William Chas | Member, Head Trader | Jan 2023 (4y) | Less than 5% | |
| Madison, Stacey, Lynn | Member, Operations Manager | Jan 2023 (4y) | Less than 5% | |
| Steiger, Shaun | Member, Research Analyst | Jan 2023 (4y) | Less than 5% | |
| Straw, Emily, Elizabeth | Member, Business Development | May 2024 (2y) | Less than 5% |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
- • Other fees
- • MINIMUM FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $325M (58% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗