Velev Advisors

Overview

Velev Advisors operates as a sole-proprietor independent RIA serving individual and family clients. The firm combines financial planning with portfolio management for both individuals/small businesses and for business or institutional clients, while also offering accounting-related services. Its compensation model is flexible and includes a percentage-of-AUM fee, hourly charges and fixed-fee engagements. The adviser reports no active ESG program and is not structured as a capital allocator or a multi-state adviser. Investment activity is concentrated and equity-focused. The firm reports a clear preference for exchange-traded equities as its primary asset exposure, and it uses external third-party managers for alternative allocations. With a very small client base, the practice appears geared toward customized planning and hands-on portfolio oversight rather than broad institutional distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices