Private fund adviser · Orlando, FL
Velaris Wealth Management
ISF Global Capital Inc. · SEC-registered investment adviser · CRD 340592 · SEC 801-135459
At a glance
Velaris Wealth Management is an SEC-registered investment adviser based in Orlando, Florida, with $129 million in regulatory assets under management as of its Form ADV filed September 4, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 96 individual clients. By Form ADV it is a private fund adviser, ranked 4,375th of 4,686 private fund advisers and 14,406th of 17,210 SEC-registered advisers by assets.
Main office 786-657-1584velaris.globalAs filed on Form ADV
- Regulatory AUM
- $129M
- Rank among private fund advisers
- #4,375 of 4,686
- Rank among all SEC RIAs
- #14,406 of 17,210
- Rank in Florida
- #908 of 1,090
- Individual clients
- 96
- High-net-worth clients
- 27
- Accounts
- 112
- Discretionary
- 100% of AUM
- Employees
- 4
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Christy J. FabianChief Compliance Officer
- Daniel Bochnia StapffPresident / Director
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 13 | $78M | 60% |
| High-net-worth individuals | 27 | $34M | 26% |
| Individuals | 69 | $17M | 14% |
Disciplinary disclosures
Velaris Wealth Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Subscription fees
Form ADV and brochures on the SEC’s adviser search ↗velaris.global ↗
AtlasMembers
The full record on Velaris Wealth Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 1,271 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Velaris Wealth Management manage?
Velaris Wealth Management reports $129 million in regulatory assets under management across 112 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 4, 2026.
What kind of firm is Velaris Wealth Management?
Velaris Wealth Management is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Velaris Wealth Management’s clients?
By assets, its largest client types are pooled investment vehicles ($78 million, 13 clients); high-net-worth individuals ($34 million, 27 clients); individuals ($17 million, 69 clients).
Does Velaris Wealth Management have any disciplinary history?
Velaris Wealth Management reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Velaris Wealth Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-04), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →