RIA Intel›Advisers›California›VELMARK CAPITAL MANAGEMENT LLC

VELMARK CAPITAL MANAGEMENT LLC

Advisory

SAN FRANCISCO, CA

Data as of Jul 7, 2026 · Source: SEC Form ADV

Rank in CA
#4,012
of 5,480 advisers by AUM
Average account
$2M
across 12 accounts
AUM per adviser
$28M
1 adviser

Source: SEC Form ADV. Figures as filed Jul 7, 2026.

Total AUM
$28M
Discretionary %
100%
Clients
12
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$28M
Discretionary AUM$28M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients12
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, NY, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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$28M
TRIFLAME CAPITAL LLC
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$28M
LAI CAPITAL MANAGEMENT LLC
IRVINE, CA
$28M
RETIREMENT SOLUTIONS LLC
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$28M
MARELLO INVESTMENT ADVISORS, INC.
VALLEY VILLAGE, CA
$28M

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