Velaga Advisors

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Client assets under management

$23,867,320

Clients

100% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$2,386,732

About

Velaga Advisors is a small supported advisory firm that provides discretionary portfolio management, comprehensive financial planning, and consultation to individual and high‑net‑worth clients. The firm serves a limited client roster and offers both ongoing asset management and separate planning or execution‑support engagements.

Investment programs are managed on a discretionary basis and blend standard analytical techniques (fundamental and technical analysis, Monte Carlo projections, and portfolio theory) with specialized mandates delivered through third‑party sub‑advisors. These sub‑advisors are used for strategies such as direct indexing with long/short extensions and options overlay programs (including hedging and collar approaches for concentrated positions), while the firm retains strategic oversight of risk parameters like notional exposure, extension sizes, and margin/financing considerations.

Distinctive features include a small team focused on a concentrated set of client relationships and routine use of institutional custody and third‑party managers to implement bespoke strategies that may not be typical at similarly sized firms. The firm documents bundled standalone financial planning and execution‑support offerings separate from its asset management service and generally leaves proxy voting to clients unless voting assistance is requested.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Concentrated stock management Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement income strategy

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Flat fee between $3,000 and $5,000 for standalone financial planning; $5,000 to $10,000 per year for bundled Financial Planning and Execution Support

Percentage

$0 - $1,000,000: 1.2% $1,000,001 - $3,000,000: 1.0% $3,000,001 - $5,000,000: 0.6% $5,000,001+: 0.4%

Project-based

$300 per hour for consultation services

Other

Account minimum: $1,000,000 Fee-only: Flat fee between $3,000 and $5,000 for standalone financial planning; Flat fee between $5,000 and $10,000 per year for bundled Financial Planning and Execution Support services

Main office location

Velaga Advisors

Allen TX, United States

Number of offices

Most active in

Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 469-525-3995

Advisors at this firm

Krishna V

Series 65

Allen, TX

Velaga Advisors

Krishna Velaga is a financial advisor at Velaga Advisors with a Series 65 designation and two years of industry experience. Before founding Velaga Advisors, he worked at Texas Instruments for 28 years. Outside of advising, he is involved in several business ventures related to property ownership through multiple LLCs. Velaga Advisors serves individual and high-net-worth clients with discretionary asset management and comprehensive financial planning. The firm employs a blend of fundamental and technical analysis, Monte Carlo planning, and Modern Portfolio Theory, managing approximately $23.9 million in assets across a focused client base.

Options & derivatives strategies Concentrated stock management Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement income strategy Founder/Business Owner Executive

Kalyan C

Series 65

Allen, TX

Velaga Advisors

Kalyan Cherukuri is a financial advisor at Velaga Advisors with one year of industry experience. He holds a Series 65 designation and has a background in engineering and technology, including a long tenure at Texas Instruments from 2001 to 2025. Currently, he serves as Director of Process Technology at Renesas Electronics America. Velaga Advisors serves individual and high-net-worth clients with discretionary asset management, comprehensive financial planning, and consultation services. The firm manages portfolios using a combination of fundamental and technical analysis, Monte Carlo planning, and Modern Portfolio Theory, and maintains a small client roster with a focus on personalized service.

Options & derivatives strategies Concentrated stock management Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement income strategy Founder/Business Owner Executive

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