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AdvisorCensus / Financial advisors / District of Columbia / Washington / Veridian Capital Partners

Veridian Capital Partners

Frederick, MDSEC-registered investment adviserCRD 314290

Filed as VERIDIAN CAPITAL PARTNERS · Legal name Frederick Financial Consultants, LLC

Veridian Capital Partners is an SEC-registered investment advisory firm in Frederick, MD, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 19, 2026.

5 years
registered since 2021
$551,065,850
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Veridian Capital Partners compensated?

On its Form ADV (Item 5.E, October 2026), Veridian Capital Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

Where is Veridian Capital Partners located?

Veridian Capital Partners' principal office is in Frederick, MD, according to its Form ADV.

Is Veridian Capital Partners registered with the SEC or a state?

Veridian Capital Partners is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 314290.

How much does Veridian Capital Partners manage?

Veridian Capital Partners reports $551,065,850 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

How have Veridian Capital Partners' assets and staff changed since 2021?

In the Form ADV data for Veridian Capital Partners: Regulatory assets under management: $346,377,447 in the October 2021 data and $551,065,850 in the October 2026 data, up 59%. Total employees: 5 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Veridian Capital Partners serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (498); high net worth individuals (318); corporations or other businesses not listed above (6).

Which custodians does Veridian Capital Partners use?

Veridian Capital Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

Does Veridian Capital Partners report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/314290

What changed in Veridian Capital Partners' recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $471,114,175 to $551,065,850 (+17%). Registered or notice-filed in NH, NY, TN.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 19, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$551,065,850

$551,065,850 as of October 2026, filing dated March 19, 2026.

Discretionary: $551,065,850.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 498 Assets $110,059,622 (20%)
High net worth individuals
Clients 318 Assets $439,073,974 (80%)
Charitable organizations
Clients Fewer than 5 Assets $118,444 (0%)
Corporations or other businesses not listed above
Clients 6 Assets $1,813,810 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Registration and firm details

Items 1, 2, 5
Legal name
Frederick Financial Consultants, LLC
Also doing business as
VERIDIAN CAPITAL PARTNERS
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2021 (5 years)
Employees
Total: 7. Performing investment advisory functions: 6.
Wrap fee program participation
Yes.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
14 states or jurisdictions
CODEFLMDNCNENHNYPASCTNTXVAWV

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$346M 2021 $348M 2022 $335M 2023 $390M 2024 $471M 2025 $551M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$551,065,8507March 19, 2026
October 2025$471,114,1757March 10, 2025
October 2024$389,503,6027July 31, 2024
October 2023$334,597,8147March 22, 2023
October 2022$348,049,1925March 14, 2022
October 2021$346,377,4475August 13, 2021

Regulatory assets under management: $346,377,447 in the October 2021 data and $551,065,850 in the October 2026 data, up 59%.

Total employees: 5 in October 2021 and 7 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Regulatory assets under management went from $471,114,175 to $551,065,850 (+17%).
    • Registered or notice-filed in NH, NY, TN.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
vcpwealth.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Veridian Capital Partners (CRD 314290): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/veridian-capital-partners-frederick-md-314290