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Advisor

Thomas Lennox

Vela Investment Management · New Albany, Ohio

Thomas Lennox is a fee-only financial advisor at Vela Investment Management in New Albany, Ohio. Vela Investment Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

Percentage of assetsFixed feesPerformance-based fees Fee-only

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Facts

FirmVela Investment Management
Based in New Albany, Ohio
Fee model (firm's Form ADV)Percentage of assets · Fixed fees · Performance-based fees
Assets under management$562.9M across 346 accounts
SEC registration Investment adviser representative in OH · CRD 7391410
Exams passedSeries 65 (2023)
Firm size29 employees
Disclosures None reported
Websitewww.vela-im.com
LinkedInProfile

How Thomas's firm compares

  • Vela Investment Management's average account is about $1.6 million, from its Form ADV (assets managed divided by 346 accounts).

What fee-only advisors charge in Ohio

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Questions about Thomas

Is Thomas Lennox a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Vela Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Thomas charge for financial advice?

Thomas's firm, Vela Investment Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

Where is Thomas Lennox based?

Thomas Lennox is based in New Albany, Ohio.

Is Thomas Lennox registered with the SEC?

Yes. Thomas Lennox is registered as an investment adviser representative in OH (CRD 7391410), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Vela Investment Management manage?

Vela Investment Management reports $562.9M across 346 accounts in assets under management.

How do I contact Thomas Lennox?

Through Thomas's website, www.vela-im.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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