VERIDIAN CAPITAL PARTNERS
Firm details
- Headquarters
- FREDERICK, Maryland
- CRD number
- 314290
- Registered since
- May 28, 2021
- Website
- www.vcpwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.68%
- Individuals19.97%
- Corporations / Businesses0.33%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Veridian Capital Partners is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2021. The firm serves both individual and family clients as well as institutional clients, focusing on financial planning and discretionary portfolio management for individuals and small businesses. Its fee menu includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Veridian does not market itself as an ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or a capital allocator to external managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds53%
- Exchange Traded Equities33%
- Cash & Cash Equivalents9%
- Investment Grade Corp Bonds4%
- Derivatives1%
Contacts
3 of 8Katelyn Kantruss
ParaplannerCRD 7686574
CHANDRU RAMACHANDRAN
Co-Founder and Private Wealth AdvisorCRD 2920784
Ethan Holobinko
Financial AdvisorCRD 8097878
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$255M in ETFs
80%
$203M
8%
$51.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF (AIRR) | First Trust | Passive | Industrials | $14.8M | 133,935 | 5.83% |
Location
FREDERICK, MD
FREDERICK
Location
FREDERICK, MD
Headquartered in FREDERICK, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- FREDERICK
- Address
- 7101 Guilford Dr
- Time zone
- ET (UTC-5)
- Office locations
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