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. The firm is registered with the SEC (registration year 2021) and serves both individual/family and institutional clients. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is not identified as an ESG investor and is not described as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 78Active vs passive
$292M in ETFs
79%
$230M
8%
$61.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF (FV) | First Trust | Passive | Mid Cap Blend | $16.3M | 222,184 | 5.59% |
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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