← Directory
VELTRIA ADVISORS CORP.
CRD 189514File 801-114028
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$113.2M
Bottom 25% of cohort (national)
Discretionary AUM
$113.2M
Clients
17
17 accounts
Employees
6
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Sep 27, 2018
- Principal office
- 801 BRICKELL AVE, SUITE 2320, MIAMI, FL, 33131
- Phone
- (305) 318-7172
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $113.2M
- Discretionary AUM
- $113.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 17
- Non-discretionary accounts
- 0
- Total accounts
- 17
- AUM per client
- $6.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 10 | $110.0M |
| Individuals (other than high net worth individuals) | 7 | $3.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 3 | 6 | increased by3 |
| Apr 1, 2026 | AUM | $82,534,545 | $113,156,643 | increased by$30,622,098 |
| Apr 1, 2026 | Accounts | 24 | 17 | decreased by7 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 1 | 3 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 7 | — | |
| Dec 1, 2025 vs May 1, 2025 | AUM | $900,591,450 | $82,534,545 | decreased by$818,056,905 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 26 | 24 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 6 | 7 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $701,828,183 | $900,591,450 | increased by$198,763,267 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6 | 26 | increased by20 |
| Apr 1, 2022 | AUM | $652,294,905 | $701,828,183 | increased by$49,533,278 |
| Apr 1, 2022 | Accounts | 64 | 6 | decreased by58 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VELTRIA ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VELTRIA ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.