VELMARK CAPITAL MANAGEMENT LLC

Overview

Velmark Capital Management LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its advisory engagement model is flexible: clients may be charged a percentage of assets under management, hourly fees, fixed fees, and in some cases performance-based fees. Velmark also conducts CPO/CTA activities, which aligns with its use of managed futures and derivative strategies. The firm identifies as an active ESG investor.

Assets & Accounts

Investments & Alternatives