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VELOCIS MANAGEMENT, LLC

DALLAS, TX · CRD 313345 · IAPD ↗ · 214-702-0220

$346.4MRegulatory AUM
20Advisory reps
20Employees
0Clients
0Planning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
April 2026 — VELOCIS MANAGEMENT, LLC reported RAUM up 27% ($273.0M -> $346.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — VELOCIS MANAGEMENT, LLC reported RAUM up 64% ($164.1M -> $268.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.