Velmark Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,142,011
Clients
12
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$1,845,168
About
Velmark Capital Management LLC serves individuals, families, institutions, and other clients with customized, actively managed bespoke accounts and tailored financial- and markets-advisory services. The firm offers two service tiers (Investment Management and Premium Investment and Wealth Management) and also provides advisory‑only engagements to support bespoke account design and related planning needs.
The firm combines systematic and discretionary research, in‑house technology, and both bottoms‑up and macro top‑down analysis to construct portfolios that span equities, preferreds, REITs, ETFs/ETPs/CEFs, options, futures, currencies, and U.S. Treasuries. Portfolios are designed and managed on an individualized basis with an emphasis on active tax management, ramp‑up/ramp‑down execution, and bespoke risk/return targets; Velmark typically manages accounts on a fully discretionary basis and reports performance relative to chosen benchmarks for educational context rather than managing strictly to an index.
Compared with many independent advisers, Velmark is registered with the CFTC as a commodity trading advisor and is an NFA member, publicly publishes anonymous and selected performance reporting, and routinely employs derivatives and borrowing (margin) in separately managed bespoke accounts. The firm also offers performance‑based fee arrangements as an option and generally works with accredited or otherwise qualified clients (including QEPs for futures), reflecting a small, boutique client base and a strategy set that incorporates higher‑sophistication, capacity‑sensitive techniques.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Tax-loss harvesting
Equity compensation tax strategy
Roth conversion strategy
Charitable giving tax strategies
Fee options
Fixed fee engagements available for specific projects; customized solutions fees ranging from 0.15% to 2.5% one-time fees depending on service
$0+: 0.25% to 0.95% annually (Fixed Rate Fee Option, depending on bespoke account strategy) $0+: 0.10% to 0.50% annual fixed rate fee plus 15% to 20% performance fee (Performance Fee Option, depending on bespoke account strategy)
$350/hour for advisory services outside of investment management
Performance fees of 15% to 20% on gains above specified hurdles, available to qualified clients as per Item 6 and 5.B.2
Account minimum: $50,000 to $200,000 depending on strategy (individual bespoke accounts); $2,500,000 minimum initial investment for uniform fixed rate investment management fee option Minimum fee: Expected annual fixed fees of $3,500 for Investment Management service tier; $10,000 for Premium Investment and Wealth Management service tier; Minimum advisory-only fee of $3,500 Fee-only: Hourly advisory fees at $350/hour with minimums of 10 hours or $3,500 minimum fee, plus upfront $3,500 retainer
Main office location
Velmark Capital Management LLC
580 California Street, Suite 1200
San Francisco CA 94104, United States
Number of offices
1
Most active in
Velmark Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
California · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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