Veridian Capital Partners

RIASEC RegisteredEst. 2021
Total AUM
$551M
Discretionary
$551M
100% of AUM
Avg account
$670K
Accounts
822
Employees
7
Advisory reps
8

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

FINTRX

Overview

Veridian Capital Partners is an independent, SEC-registered registered investment adviser that began registration in 2021 and operates as an LLC. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. Veridian does not identify as an active ESG investor and is organized as a single-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 53%, Exchange Traded Equities 33%, Cash & Cash Equivalents 9%, Investment Grade Corp Bonds 4%, Derivatives 1%, Other 1%53%
  • Public Funds/Mutual Funds53%
  • Exchange Traded Equities33%
  • Cash & Cash Equivalents9%
  • Investment Grade Corp Bonds4%
  • Derivatives1%

Contacts

3 of 8
  • Stephanie Ramachandran

    Stephanie Ramachandran

    Operations ManagerCRD 4500917

  • Brian Williamson

    Brian Williamson

    Co-FounderCRD 6515284

  • Brian Runkles

    Brian Runkles

    Co-Founder and Private Wealth AdvisorCRD 3053096

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 79

Active vs passive

$303M in ETFs

Passive

81%

$244M

Active

7%

$59.1M

ETFProviderStyleCategoryValueShares% of portfolio
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF (AIRR)First TrustPassiveIndustrials$17M127,8025.62%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth