Veridos Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 324217
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- Pooled Investment Vehicles80.46%
- Individuals12.97%
- HNWI6.57%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Veridos Capital LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual/family clients and institutional investors and provides financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles. Its fee arrangements include a percentage of assets under management, hourly billing, and performance-based fees. Veridos is not positioned as a capital allocator and is not identified as an active ESG investor or a multi-state adviser in the available filings. Filings also list industry affiliations with other investment advisers and accounting professionals.
Assets & Accounts
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
- Investment Grade Corp Bonds29%
- Non-Exchange Traded Equities24%
- Public Funds/Mutual Funds24%
- Exchange Traded Equities22%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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