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VERIDIAN CAPITAL PARTNERS

FREDERICK, MD · CRD 314290 · IAPD ↗ · vcpwealth.com · (301) 228-9300

$551.1MRegulatory AUM
6Advisory reps
7Employees
16Clients
101-250Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — VERIDIAN CAPITAL PARTNERS notice-filed in NH, NY, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — VERIDIAN CAPITAL PARTNERS crossed $500M in regulatory AUM ($471.1M -> $551.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
61
April 2025 — VERIDIAN CAPITAL PARTNERS reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.