Veridian Capital Partners
SEC RegisteredBuilding Wealth, Securing Futures
About the firm
Veridian Capital Partners is a team of professionals based in Frederick, Maryland, dedicated to helping individuals and businesses achieve financial independence. As fiduciaries, the firm provides investment management and strategic wealth planning, offering unbiased guidance designed to achieve long-term investment results. The advisory team brings more than 50 years of combined experience in investment management and financial planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Veridian Capital Partners offers asset and investment management, financial planning, retirement planning, estate planning, tax strategies, business retirement services, insurance risk management, college funding, and charitable giving.
Who they serve
Successful individuals, families, and businesses across the country
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 498 | $110M |
| High Net Worth Individuals | 318 | $439M |
16 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Veridian Capital Partners has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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