Validus Capital LLC logo

Validus Capital LLC

Updated today

Client assets under management

$2,270,353,553

Clients

176

100% high-net worth

Advisors

8

of 18 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

22

Very Low

Average account size

$12,899,736

About

Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high‑net‑worth and ultra‑high‑net‑worth individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm also acts as investment adviser to pooled investment vehicles (the Validus Funds) and reported approximately $2.54 billion in total assets under management as of December 31, 2025, with about $1.85 billion managed on a discretionary basis.

The firm constructs customized, primarily long‑term portfolios using mutual funds, separately managed accounts, ETFs, individual equities, alternative investments, and fixed income, drawing on both fundamental and quantitative analysis and, when appropriate, recommending independent managers. Validus provides ongoing portfolio supervision, periodic rebalancing and a suite of family office services—such as private equity research and reporting, real estate investment strategies, consolidated performance and tax reporting, and concierge and bill‑payment support—that are integrated into its advisory relationships.

Notable distinguishing features include serving as a private fund adviser and providing portfolio management for pooled vehicles, with disclosure of the use of side‑letter arrangements that may grant negotiated or preferential terms to particular investors. The brochure highlights operational and fee details specific to those Funds—such as fund management fees and circumstances in which assets used to fund capital calls or invested in later closings may result in overlapping advisory fees—and notes the Validus Funds do not charge incentive (performance) fees; the firm’s client base is explicitly oriented toward HNW/family‑office level relationships rather than non‑HNW retail clients.

Client services

Financial planning Portfolio management Selection of other advisers Family office type services

Expertise

Wealth management Private / alternative investments Family Business

Occupation focus

Attorney Founder/Business Owner

Fee options

Fixed

Fixed fees negotiated based on expected hours for financial planning engagements

Percentage

$0 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001 - $25,000,000: 0.50% annually $25,000,001 - $50,000,000: 0.40% annually $50,000,001+: 0.30% annually

Project-based

Up to $500 per hour for separate financial planning engagements

Other

Fee-only: Hourly fees up to $500 per hour; Fixed fees negotiated based on expected hours for financial planning engagements

Main office location

Validus Capital LLC

2221 Rosecrans Avenue, Suite 150

El Segundo CA 90245, United States

Number of offices

1

Most active in

California · Colorado · Florida · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Christy C

CFP®

El Segundo, CA

Validus Capital LLC

Christy Charles is a CFP® with 2 years of industry experience, currently serving as a financial advisor at Validus Capital LLC. Prior to joining Validus Capital in 2022, she worked at Camden Capital, LLC from 2014 to 2022. Validus Capital provides wealth management, investment management, financial planning, legacy planning, and family office services primarily to high net worth and ultra-high net worth individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm constructs customized portfolios using a mix of fundamental and quantitative analysis with a primarily long-term orientation, and it also acts as investment supervisor to exempt private funds and pooled vehicles.

Wealth management Private / alternative investments Family Business Attorney Founder/Business Owner
user avatar

John B

CFP®, Series 63, Series 65, Series 66

El Segundo, CA

Validus Capital LLC

John Bullitt is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Validus Capital LLC. His prior experience includes roles at Morgan Stanley and several startups, as well as a position at the USC Marshall School of Business. Validus Capital provides wealth management, financial planning, and family office services primarily to high net worth and ultra-high net worth individuals and entities. The firm offers customized portfolio management and serves as investment supervisor to exempt private funds and pooled vehicles, integrating a range of investment strategies and family-office services.

Wealth management Private / alternative investments Family Business Attorney Founder/Business Owner
user avatar

John K

Series 63, Series 65

El Segundo, CA

Validus Capital LLC

John Krambeer is a financial advisor with Validus Capital LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Validus Capital in 2022, he worked at Camden Capital, LLC for nine years. He is also a licensed insurance professional. Validus Capital provides wealth management, investment management, financial planning, legacy planning, and family office services primarily to high net worth and ultra-high net worth clients. The firm acts as a discretionary portfolio manager, using a mix of fundamental and quantitative analysis to construct customized portfolios and offers expanded family-office services alongside its private fund advisory activities.

Wealth management Private / alternative investments Family Business Attorney Founder/Business Owner
user avatar

William M

Series 65

El Segundo, CA

Validus Capital LLC

William Moffly is a financial advisor at Validus Capital LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Black Knight Financial Services, PennyMac Financial Services, Glen Annie GC, Bank of America, Camden Capital, and Annadale GC. Validus Capital provides wealth management, investment management, financial planning, legacy planning, and family office services primarily to high net worth and ultra-high net worth individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm acts as a discretionary portfolio manager, constructing customized portfolios using a mix of fundamental and quantitative analysis with a primarily long-term orientation.

Wealth management Private / alternative investments Family Business Attorney Founder/Business Owner
user avatar

Kevin H

Series 65

El Segundo, CA

Validus Capital LLC

Kevin Harnischfeger is a financial advisor at Validus Capital LLC with six years of industry experience. He holds a Series 65 designation and has worked at several firms, including Camden Capital, LLC and New Century Capital Partners. Validus Capital provides wealth management, investment management, financial planning, legacy planning, and family office services primarily to high net worth and ultra-high net worth clients. The firm acts as a discretionary portfolio manager offering customized portfolios and serves as investment supervisor to exempt private funds and pooled vehicles, integrating a broad set of family office services into client relationships.

Wealth management Private / alternative investments Family Business Attorney Founder/Business Owner
user avatar

Wayne P

CFP®, Series 65

El Segundo, CA

Validus Capital LLC

Wayne Park is a CFP® with three years of industry experience, currently serving as a financial advisor at Validus Capital LLC. His prior experience includes roles at Mariner Wealth Advisors, AdvicePeriod, Apercen Partners, and Avalon English. Validus Capital LLC provides wealth management, investment management, financial planning, legacy planning, and family office services primarily to high net worth and ultra-high net worth clients. The firm offers customized portfolio management using a combination of fundamental and quantitative analysis and acts as an investment supervisor to exempt private funds and pooled vehicles, with an expanded family office offering.

Wealth management Private / alternative investments Family Business Attorney Founder/Business Owner
user avatar

Evan D

Series 66

El Segundo, CA

Validus Capital LLC

Evan Danu is a Series 66-registered advisor at Validus Capital LLC with one year of industry experience. He previously worked at Lockheed Martin and UBS Financial Services Inc. Outside of advising, he has worked as a student worker through a federal work-study program at the University of Southern California. Validus Capital LLC provides wealth management, financial planning, and family office services primarily to high net worth and ultra-high net worth clients. The firm offers customized discretionary portfolio management using a mix of fundamental and quantitative analysis and serves as investment supervisor to private funds and pooled vehicles, incorporating a broad range of family office services.

Wealth management Private / alternative investments Family Business Attorney Founder/Business Owner
user avatar

Matthew S

Series 65

El Segundo, CA

Validus Capital LLC

Matthew Schulz is a financial advisor with Validus Capital LLC, holding a Series 65 designation and 12 years of industry experience. He worked at Camden Capital, LLC for nine years before joining Validus Capital in 2022. Validus Capital provides wealth management, investment management, financial planning, legacy planning, and family office services primarily to high net worth and ultra-high net worth individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm constructs customized portfolios using a mix of fundamental and quantitative analysis, serves as investment supervisor to exempt private funds and pooled vehicles, and offers expanded family-office services including private equity research, tax-efficiency counseling, and concierge support.

Wealth management Private / alternative investments Family Business Attorney Founder/Business Owner
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