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VERIDIAN CAPITAL PARTNERS

Legal name: FREDERICK FINANCIAL CONSULTANTS, LLC

CRD 314290File 801-121334
APPROVED
Retail clients
Custody
Filing as of Mar 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$551.1M
Above cohort median (national)
Discretionary AUM
$551.1M
Clients
822
822 accounts
Employees
7
Above cohort median in MD

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
PLRO
Registration date
May 28, 2021
Principal office
7101 GUILFORD DRIVE,, SUITE 104, FREDERICK, MD, 21704
Phone
(301) 228-9300

Assets & accounts

ADV Item 5F
Total regulatory AUM
$551.1M
Discretionary AUM
$551.1M
Non-discretionary AUM
$0
Discretionary accounts
822
Non-discretionary accounts
0
Total accounts
822
AUM per client
$670K

Clients by type

ADV Item 5D
Client typeClientsAUM
Other6$1.8M
Charitable organizationsFewer than 5$118K
High net worth individuals318$439.1M
Individuals (other than high net worth individuals)498$110.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Clients762822increased by60
Apr 1, 2026AUM$471,114,175$551,065,850increased by$79,951,675
Apr 1, 2026Accounts2,494822decreased by1,672
May 1, 2025
vs Oct 1, 2022
Employees57increased by2
May 1, 2025
vs Oct 1, 2022
CustodyNoYes
May 1, 2025
vs Oct 1, 2022
Clients728762increased by34
May 1, 2025
vs Oct 1, 2022
AUM$348,049,192$471,114,175increased by$123,064,983
May 1, 2025
vs Oct 1, 2022
Accounts1,8982,494increased by596
Apr 1, 2022Clients686728increased by42
Apr 1, 2022AUM$346,377,447$348,049,192increased by$1,671,745
Apr 1, 2022Accounts1,9171,898decreased by19
Oct 1, 2021RegistrationAPPROVED-120APPROVED
Sep 1, 2021AUM$0$346,377,447increased by$346,377,447
Sep 1, 2021Accounts01,917increased by1,917
Jun 1, 2021Registration—APPROVED-120

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “VERIDIAN CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VERIDIAN CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.