Robert
Murphy

Vela Investment Management, LLC

CRD#5145799
Investment Advisor
in New Albany, OH

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About this Advisor

Robert Murphy is a chartered financial analyst operating out of New Albany, Ohio who has 3 years of relevant experience. Murphy is an employee of Vela Investment Management, LLC. Throughout their career, Murphy has worked at Nationwide Insurance, Vela Investment Management, LLC and Diamond Hill Capital Management. Murphy is able to work in Ohio. Vela Investment Management, LLC is a registered investment business that has its headquarters in New Albany, OH. It administers $354 million in total assets across its 234 customer accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm serves six charitable organizations. Of its 234 customer accounts, 60% are associated with high-net-worth investors who have greater than $1 million in assets. The business offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for investment companies. Fees charged by financial advisors largely vary depending on the type of services provided. However, fees billed by Vela Investment Management, LLC may include any combination of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

3 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

Robert Murphy Work History

Robert has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Vela Investment Management, LLC

2020 - Present (4 years)

Vela Investment Management, LLC

2013 - 2020 (7 years)

Diamond Hill Capital Management

2012 - 2013 (1 year)

Nationwide Insurance

*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 Robert Murphy 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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