VZD Capital Management LLC

Overview

VZD Capital Management LLC is a small, client-focused registered investment adviser structured as a limited liability company and owned by an individual. The firm concentrates on discretionary portfolio management for individuals and small businesses, supplemented by educational seminars and workshops that suggest a client-education emphasis in its advisory process. Fee arrangements combine a percentage of assets under management with hourly charges and other fee types, allowing flexibility for both ongoing advisory relationships and project-based planning work. Investment positioning shows a clear tilt toward exchange-traded equities as the primary vehicle for public market exposure, complemented by allocations to real estate through third-party managers and occasional use of annuities for liability- and income-focused solutions. The firm is not an active ESG investor and does not operate as a multi-state adviser or pension consultant. Portfolio management appears tailored and discretionary, with a use of separately managed accounts for customization where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices