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Veridian Capital Partners

Updated today

Client assets under management

$549,133,596

Clients

816

39% high-net worth

Advisors

8

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

102

High

Average account size

$672,958

About

Veridian Capital Partners provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, and business clients, and also advises employer retirement plans. Its service set includes a firm‑sponsored wrap fee program (Wrap Asset Management and Wrap Comprehensive Portfolio Management) as well as standalone financial planning and retirement plan consulting.

The firm typically delivers individualized, discretionary management for wrap clients and employs a range of asset allocation approaches (strategic, dynamic, tactical, and core‑satellite) supported by quantitative, qualitative, sector and technical analysis. Its investment toolkit spans equities, fixed income, ETFs and mutual funds, alternative investments (including private equity and structured products), and it may employ options and other derivatives (including within separately managed accounts), as well as margin and short‑term trading when appropriate.

Noteworthy distinctions include that the firm sponsors a wrap fee program — a less common arrangement among peer team firms — and its explicit use of derivatives in separately managed accounts, which is statistically uncommon for firms in this category. Representatives also maintain broker‑dealer registration and insurance licenses (permitting commissionable product sales), the firm is willing to accept ERISA fiduciary designations for plan work, and despite being formed in 2021 it manages in excess of $550 million.

Client services

Financial planning Portfolio management

Expertise

General tax planning Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

Flat fees for financial planning and consulting services range from $500 to $10,000.

Commissions

Representatives are registered representatives of PKS and may accept commissions for sale of securities and other investment products.

Project-based

Hourly fees for financial planning and consulting services up to $400 per hour.

Other

Fee-only: Financial Planning & Consulting: Hourly fees up to $400/hour; Flat fees range from $500 to $10,000; Maximum asset-based fee for planning services not to exceed 0.50% of assets managed; Recurring fees up to $10,000 or 0.50% of assets managed. Retirement Plan Consulting: Fees based on percentage of Plan assets under management not to exceed 1.00%.

Main office location

Veridian Capital Partners

7101 Guilford Drive,, Suite 104

Frederick MD 21704, United States

Number of offices

1

Most active in

Colorado · Delaware · Florida · Maryland · Nebraska · New Hampshire · New York · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · West Virginia

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

Brian W

Series 63, Series 65

Frederick, MD

Veridian Capital Partners

Brian Williamson is a financial advisor at Veridian Capital Partners with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services. Outside of his advisory role, he is the principal of Estate Legal Services, LLC, providing legal estate planning and probate services, and serves as a board member and treasurer for the District of Columbia Arts Center, a nonprofit promoting visual and performing arts. Veridian Capital Partners is a team-based registered investment adviser serving individuals, trusts, estates, and business clients with discretionary portfolio management, financial planning, and retirement consulting. The firm employs a multi-method investment approach that includes qualitative, quantitative, and technical analysis across a broad range of strategies.

General tax planning Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Sarah H

Series 66

Frederick, MD

Veridian Capital Partners

Sarah Hofman is a financial advisor at Veridian Capital Partners with nine years of industry experience. She holds the Series 66 designation and has worked with firms including Brian L. Runkles Inc. and Ameriprise Financial Services. Hofman has been with Veridian Capital Partners and Purshe Kaplan Sterling Investments since 2021. Veridian Capital Partners is a team-based registered investment adviser serving individuals, trusts, estates, and business clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-method investment approach incorporating qualitative, quantitative, and technical analysis across a broad range of strategies, including the use of derivatives within separately managed accounts.

General tax planning Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Chandru R

ChFC®, Series 63, Series 65

Frederick, MD

Veridian Capital Partners

Chandru Ramachandran is a Chartered Financial Consultant (ChFC®) with 28 years of industry experience. He is currently a private wealth advisor at Veridian Capital Partners, where he has worked since 2021. Prior to that, he was with Ameriprise Financial Services, Inc. for 16 years. Outside of his advisory role, he serves as president of Diversified Business Associates, LLC, a company that supports the operations of his financial planning practice. Veridian Capital Partners is a team-based registered investment adviser serving individuals, trusts, estates, and business clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-method investment approach utilizing qualitative, quantitative, and technical analysis across a broad range of strategies, including the use of derivatives and options within separately managed accounts.

General tax planning Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Ethan H

Series 65

Frederick, MD

Veridian Capital Partners

Ethan Holobinko is a financial advisor at Veridian Capital Partners in Frederick, MD. He holds a Series 65 designation and has been with Veridian since 2024. Prior to joining the firm, he worked at Meritus Medical Center and attended Mount Saint Mary's University. Veridian Capital Partners is a team-based registered investment adviser serving individuals, trusts, estates, and business clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-method investment approach that includes qualitative, quantitative, and technical analysis across a broad range of strategies.

General tax planning Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Stephanie R

Series 66

Frederick, MD

Veridian Capital Partners

Stephanie Ramachandran is a financial advisor with Veridian Capital Partners, holding a Series 66 designation and 24 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for 16 years before joining Veridian and Purshe Kaplan Sterling Investments in 2021. In addition to her advisory role, she is involved in financial planning and bookkeeping through Diversified Business Associates. Veridian Capital Partners is a team-based registered investment adviser serving individuals, trusts, estates, and business clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-method investment approach that includes asset allocation, fixed income, options, and derivatives, and sponsors a wrap fee program with individualized management for its clients.

General tax planning Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Katelyn K

Series 65

Frederick, MD

Veridian Capital Partners

Katelyn Kantruss is a financial advisor at Veridian Capital Partners with two years of industry experience. She holds a Series 65 designation and previously worked at Lighthouse Wealth Management and BNY Mellon. Katelyn took time away from the industry between 2018 and 2020. Veridian Capital Partners is a team-based registered investment adviser serving individuals, trusts, estates, and business clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-method investment approach that includes qualitative, quantitative, and technical analysis, utilizing a broad range of strategies such as asset allocation, options, and margin trading.

General tax planning Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Brian R

CFP®, Series 63, Series 65

Frederick, MD

Veridian Capital Partners

Brian Runkles is a CFP® with 27 years of experience in the financial services industry. He is a managing partner at Veridian Capital Partners and has held roles at Purshe Kaplan Sterling Investments, Ameriprise Financial Services, and his own firm, Brian Runkles, Inc. Outside of his advisory work, he manages a pass-through entity for his financial practice. Veridian Capital Partners is a team-based registered investment adviser serving individuals, trusts, estates, and business clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-method investment approach incorporating qualitative, quantitative, and technical analysis, and uses a broad range of strategies including derivatives and options within separately managed accounts.

General tax planning Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Angel M

Series 63, Series 65

Frederick, MD

Veridian Capital Partners

Angel Martinez is a financial advisor at Veridian Capital Partners with Series 63 and Series 65 credentials and four years of industry experience. He previously held roles at PNC Investments and PNC Bank, as well as positions at NYLIFE Securities LLC, New York Life Insurance Co, and Wells Fargo affiliates. Outside of advising, Martinez operates an eBay resale business and helps homeowners recover funds through a nonprofit organization addressing tax sale and foreclosure losses. Veridian Capital Partners is a team-based registered investment adviser serving individuals, trusts, estates, and businesses with discretionary portfolio management, financial planning, and retirement consulting. The firm employs a multi-method investment approach utilizing a broad range of strategies, including derivatives and options, and manages approximately $471 million in regulatory assets across about 762 client relationships.

General tax planning Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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