# Veridian Capital Partners

> 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.

- CRD: 314290
- Filed as: VERIDIAN CAPITAL PARTNERS
- Legal name: Frederick Financial Consultants, LLC
- Also doing business as: VERIDIAN CAPITAL PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Frederick, MD
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/314290
- AdvisorCensus page: https://advisorcensus.com/firm/veridian-capital-partners-frederick-md-314290

## Quick answers

**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).

**How much does Veridian Capital Partners charge?**
Its Form ADV Part 2A brochure dated March 19, 2026 states: Flat fee: $500 to $10,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Flat fee: $500 to $10,000 (financial planning and consulting services)

> Flat fees range from $500 to $10,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $551,065,850
- Discretionary: $551,065,850
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 498 | $110,059,622 |
| High net worth individuals | 318 | $439,073,974 |
| Charitable organizations | Fewer than 5 | $118,444 |
| Corporations or other businesses not listed above | 6 | $1,813,810 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CO, DE, FL, MD, NC, NE, NH, NY, PA, SC, TN, TX, VA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [vcpwealth.com](https://vcpwealth.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $346,377,447 | 5 | August 13, 2021 |
| October 2022 | $348,049,192 | 5 | March 14, 2022 |
| October 2023 | $334,597,814 | 7 | March 22, 2023 |
| October 2024 | $389,503,602 | 7 | July 31, 2024 |
| October 2025 | $471,114,175 | 7 | March 10, 2025 |
| October 2026 | $551,065,850 | 7 | March 19, 2026 |

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.

## Changes in the filing (last 12 months)

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Veridian Capital Partners (CRD 314290): Form ADV filing data as of October 2026.