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VERIDIAN CAPITAL PARTNERS
FREDERICK FINANCIAL CONSULTANTS, LLC
CRD 314290 · SEC 801-121334
7101 GUILFORD DRIVE,, SUITE 104, FREDERICK, MD, 21704, United States
Phone
(301) 228-9300
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$551.1M
Discretionary AUM
$551.1M
Team
7 total employees; 6 advisory reps; 16 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 498 | $110.1M |
| High net worth individuals | 318 | $439.1M |
| Corporations/business entities | 6 | $1.8M |
States served
CO, DE, MD, NE, NY, NC, PA, SC, TN, VA, WV, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD