V
Verdant Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$99,380,879
Clients
83
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
83
Very HighAverage account size
$1,197,360
About
Verdant Capital Management provides retirement planning and asset management to individual investors and also advises a range of institutional-type clients, including corporations, trusts, foundations, estates, retirement plans and other business entities. Services include investment supervisory services, portfolio management and occasional non‑securities consulting.
The firm combines fundamental analysis with charting/technical methods and active portfolio management to create customized solutions tailored to clients’ objectives. It employs a broad set of strategies — from long‑term purchases to short‑term trading, short sales, margin transactions and option writing — and accepts discretionary authority to implement those strategies on client accounts.
What is distinctive for a firm of this size is its mix of individual and institutional client work and its use of relatively sophisticated trading tools alongside regular monitoring; accounts are reviewed weekly or even daily and clients receive quarterly portfolio reports. The firm uses major custodians (Charles Schwab and Fidelity), does not hold custody itself, and maintains proxy‑voting authority under documented policies rather than allowing clients to direct votes.
Client services
Portfolio management
Expertise
General retirement planning
Active portfolio management
Options & derivatives strategies
Fee options
Fixed fees offered but no specific amounts stated
Consulting fees average $250 per hour
Main office location
Verdant Capital Management
3838 Carson Street Suite #218
Torrance CA 90503, United States
Number of offices
1
Most active in
Verdant Capital Management has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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