Vela Consulting, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vela Consulting is a state-registered investment adviser that provides discretionary portfolio management and financial planning to individuals (including high-net-worth clients), corporations, trusts, and retirement plans, managing roughly $47 million across about 53 client relationships. Services include customized investment management, selection and oversight of third‑party managers, and fixed-fee or project-based financial planning engagements.
The firm’s investment process is grounded in Modern Portfolio Theory, emphasizing broad asset-class diversification, long-term buy-and-hold allocations, and periodic rebalancing tailored to each client’s objectives, tax situation, and risk tolerance. Vela may allocate client assets to third‑party managers, private funds, and private placement investments when appropriate, with suitability and accredited‑investor considerations noted in its disclosures.
Vela’s principals have significant outside business activities that distinguish the firm: they are involved in a real‑estate services company and a private‑fund advisory vehicle, and the brochure discloses they dedicate material portions of their time (approximately 35–40%) to those ventures. Those affiliations, along with the firm’s use of private funds and private placements and a disclosed FINRA proceeding involving a firm member’s prior conduct at an unaffiliated broker‑dealer, are identified in the brochure as potential conflicts that the firm says it addresses through disclosure and internal policies.
Client services
Expertise
Fee options
Fixed fees for financial planning services generally range from $1,000 to $125,000 depending on scope and complexity.
up to 1.00% annually (negotiable and may vary by client)
Insurance-related commissions separate from advisory fees; additional third-party fees (custodial, brokerage, etc.) apply.
Main office
Yorba Linda CA
Advisors at this office
3
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Daniel C
Series 66
Yorba Linda, CA
Vela Consulting, LLC
Daniel Conard is a financial advisor at Vela Consulting, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Columbia Capital Securities, Inc., Fortalice Group, Inc., Andrew C. Karlinski Financial & Insurance Services, Inc., LPL Financial, and Larson Financial Group, LLC. Outside of advisory work, he is involved in real estate development and fund management through roles such as CEO of Two Plots, LLC, and President of Oak Quarry Management, LLC. Vela Consulting is a state-registered investment adviser serving individuals, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management and financial planning, using a Modern Portfolio Theory-based approach with diversified asset allocation and periodic rebalancing tailored to client objectives.
Josiah J
Series 66
Yorba Linda, CA
Vela Consulting, LLC
Josiah Jennings is a financial advisor at Vela Consulting, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Columbia Capital Securities, Inc., Fortalice Group, Inc., Andrew C. Karlinski Financial & Insurance Services, Inc., and LPL Financial. Outside of his advisory role, Jennings serves as CEO of Oak Quarry Management, LLC, which manages investment funds focused on real estate and small businesses, and Two Plots, LLC, a real estate development company. Vela Consulting is a state-registered investment adviser serving individuals, corporations, trusts, and retirement plans. The firm manages approximately $47 million using a portfolio approach based on Modern Portfolio Theory, emphasizing diversification, long-term buy-and-hold strategies, and tailored rebalancing. Vela also incorporates third-party managers and private funds when suitable.
William P
Series 66
Yorba Linda, CA
Vela Consulting, LLC
William Pugh is a Series 66 credentialed financial advisor with 21 years of industry experience. He is currently with Vela Consulting, LLC and has previously worked at Apriem Advisors and Columbia Capital Securities, Inc. In addition to his advisory role, he acts as an independent insurance agent for life, health, and disability insurance. Vela Consulting is a state-registered investment adviser serving individuals, corporations, trusts, and retirement plans, managing approximately $47 million in assets. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing diversification, long-term allocations, and periodic rebalancing, and offers customized portfolio management and financial planning services.
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