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VELOCITY CAPITAL ADVISORS LLC

NEW YORK, NY · CRD 322722 · IAPD ↗ · velocitycapllc.com · 917-204-5967

$2.12BRegulatory AUM
12Advisory reps
13Employees
0Clients
n/aPlanning clients
1Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

56
April 2026 — VELOCITY CAPITAL ADVISORS LLC reported RAUM up 59% ($1.33B -> $2.12B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2026 — VELOCITY CAPITAL ADVISORS LLC now reports 1 private fund(s) ($2.12B gross).
Firm reports private funds for the first time.
Fund administrationCompliance
62
April 2025 — VELOCITY CAPITAL ADVISORS LLC grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
April 2025 — VELOCITY CAPITAL ADVISORS LLC crossed $1B in regulatory AUM ($818.2M -> $1.33B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
58
April 2024 — VELOCITY CAPITAL ADVISORS LLC now reports custody of client assets.
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
61
April 2024 — VELOCITY CAPITAL ADVISORS LLC grew from 7 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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