# VELLUM FINANCIAL, LLC

VELLUM FINANCIAL, LLC of ARROYO GRANDE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 149909
- Type: SEC-registered investment adviser
- SEC file number: 801-70489
- Location: 1238 E. GRAND AVENUE, ARROYO GRANDE, CA, 93420
- Phone: (805) 546-1000
- Latest filing: 2017-05-31
- Regulatory AUM: $40.7M
- Discretionary AUM: $40.7M
- Clients: 9
- Accounts: 269

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| FRANKLIN MICHAEL SCOTT | MANAGING MEMBER | — |
| SULLIVAN ARLO BRYAN | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| MULAY TRICIA MARIE | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| SWANSON KEVIN CHARLES | MANAGING MEMBER; MEMBER | — |
| SMITH KELLY MORROW | MANAGING MEMBER; MEMBER | — |
| ITO DAVID | CHIEF COMPLIANCE OFFICER | — |
| ITO DAVID AKIRA | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/149909/brochure
- Similar advisers: https://search.stillhousedata.com/firm/149909/similar
- Related entities: https://search.stillhousedata.com/firm/149909/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/149909

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.