Brian
Hilderbrand

Vela Investment Management, LLC

CRD#7371793
Investment Advisor
in New Albany, OH

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About this Advisor

Brian Hilderbrand is a chartered financial analyst based out of New Albany, Ohio with 2 years of industry experience. Hilderbrand is on the advisory team at Vela Investment Management, LLC. Their career trajectory has included roles at Homrich Berg, London Business School, Diamond Hill Capital Management, Vela Investment Management and Vela Investment Management, LLC. Hilderbrand is approved to work in Georgia. Vela Investment Management, LLC is an advisory company operating out of New Albany, OH. It controls $354 million in assets between its 234 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm serves six charitable organizations. Of its 234 customer accounts, 60% are held by high-net-worth investors who have at least $1 million in assets. The firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for investment companies. A financial advisor's fee schedules largely depend on the services offered. Fee types charged by Vela Investment Management, LLC can consist of some blend of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

220 Market Street Suite 208
New Albany, OH 43054

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Vela Investment Management, LLC Brokerage Details

Total Assets Under Management

$354,237,031

OH Average: $2,106,341,625
Total Number of Employees

24

OH Average: 34
Total Number of Accounts

234

OH Average: 1,972
Average Account Size

$1,513,833

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies

Brian Hilderbrand Work History

Brian has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Vela Investment Management

2021 - Present (3 years)

Vela Investment Management, LLC

2015 - 2021 (6 years)

Diamond Hill Capital Management

2013 - 2015 (2 years)

London Business School

2008 - 2013 (5 years)

Homrich Berg

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brian Hilderbrand to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vela Investment Management, LLC

Kyle Schneider
New Albany, OH
Robert Sharpe
New Albany, OH
Robert Murphy
New Albany, OH
Nicholas Rinker
New Albany, OH
Brian Hilderbrand
New Albany, OH
Jason Job
New Albany, OH
Jason Downey
New Albany, OH
Jeannette Hubbard
New Albany, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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