VERIDIAN CAPITAL PARTNERS
FREDERICK FINANCIAL CONSULTANTS, LLC Legal Name
Adviser information for VERIDIAN CAPITAL PARTNERS last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 5 |
| Registered State Investment Advisers | 7 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2,228 | $389.5M |
| Non-Discretionary | 0 | $0 |
| Total | 2,228 | $389.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 502 | $111.0M |
| HNW Individuals | 224 | $276.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $100,537 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $2.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 68 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 428,561 |
| Portfolio Manager | 0 |
| Both for Same | 386.4M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| VERIDIAN CAPITAL PARTNERS WRAP PROGRAM | VERIDIAN CAPITAL PARTNERS |
Identifiers
| SEC RIA File Number | 801-121334 |
|---|---|
| SEC ERA File Number | 801-121334 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 314290 |
| Legal Entity Identifier | None |
Principal Office
7101 GUILFORD DRIVE,SUITE 104
FREDERICK
MD
United States
Monday - Friday, 9 AM - 5PM
Tel: (301) 228-9300, Fax: None
Websites
Chief Compliance Officer
BRIAN RUNKLES
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
7101 GUILFORD DRIVE
SUITE 104
FREDRICK
MD
United States
Tel:
(410) 852-5469
I***@************M
(Full email address available in API data)
Regulatory Contact
STEPHANIE RAMACHANDRAN
OPERATIONS MANAGER
7101 GUILFORD DRIVE
SUITE 104
FREDRICK
MD
United States
Tel:
301-228-9300
S*********@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RUNKLES, BRIAN, LEIGH | Individual | – | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | 05/2021 | < 5% |
| RAMACHANDRAN, CHANDRU, SURENDRAN | Individual | – | MANAGING MEMBER | 05/2021 | < 5% |
| DIVERSIFIED BUSINESS ASSOCIATES LLC | Domestic Entity | – | OWNER | 12/2021 | 25-50% |
| BRIAN L RUNKLES, INC | Domestic Entity | – | OWNER | 12/2021 | 25-50% |
| WILLIAMSON WEALTH ADVISORS LLC | Domestic Entity | – | OWNER | 12/2021 | 10-25% |
| RUNKLES, BRIAN, LEIGH | Individual | BRIAN L RUNKLES, INC | OWNER | 12/2021 | > 75% |
| WILLIAMSON, BRIAN, A | Individual | WILLIAMSON WEALTH ADVISORS LLC | OWNER | 12/2021 | > 75% |
| RAMACHANDRAN, CHANDRU, SURENDRAN | Individual | DIVERSIFIED BUSINESS ASSOCIATES LLC | OWNER | 12/2021 | > 75% |
| WILLIAMSON, BRIAN, A | Individual | – | MANAGING MEMBER | 12/2021 | < 5% |