Validus Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,270,353,553
Clients
176
Advisors
9
of 18 employees
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
Expertise
Occupation focus
Fee options
Fixed fees negotiated based on expected hours for financial planning engagements
$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
Up to $500 per hour for separate financial planning engagements
Fee-only: Hourly fees up to $500 per hour; Fixed fees negotiated based on expected hours for financial planning engagements
Main office
2221 Rosecrans Avenue, Suite 150
El Segundo CA 90245
Advisors at this office
9
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
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.
Quick links
Advisors at this firm
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.
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 with Validus Capital LLC. He previously held positions at Morgan Stanley and several other firms, with a background that includes both financial advisory and academic roles at USC’s Marshall School of Business. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth clients, managing approximately $2.54 billion in assets. The firm focuses on customized, primarily long-term portfolios and offers a range of integrated family office services alongside portfolio management.
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 29 years of industry experience. He previously worked at Camden Capital, LLC for nine years before joining Validus Capital in 2022. In addition to his advisory role, Krambeer is a licensed insurance professional. Validus Capital LLC serves high-net-worth and ultra-high-net-worth clients, offering wealth management, financial planning, legacy planning, and family office services. The firm manages approximately $2.54 billion in assets and employs a customized, long-term investment approach utilizing mutual funds, separately managed accounts, ETFs, equities, alternatives, and fixed income, along with operational support tailored to sophisticated client needs.
William M
Series 65
El Segundo, CA
Validus Capital LLC
William Moffly is a financial advisor at Validus Capital LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at Black Knight Financial Services, PennyMac Financial Services, and Bank of America. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth clients. The firm manages approximately $2.54 billion in assets, offering customized long-term portfolios that include mutual funds, separately managed accounts, ETFs, individual equities, alternative investments, and fixed income, along with comprehensive family office support.
Kevin H
Series 65
El Segundo, CA
Validus Capital LLC
Kevin Harnischfeger is a financial advisor at Validus Capital LLC with seven 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. Prior to entering the advisory industry, he was affiliated with SUNY New Paltz. 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 manages approximately $2.54 billion in assets, focusing on customized, primarily long-term portfolios using a range of investment vehicles and integrated family office services.
Michael W
Series 63, Series 65
El Segundo, CA
Validus Capital LLC
Michael Winn is a financial advisor at Validus Capital LLC with 31 years of industry experience. His prior roles include positions at UBS Financial Services, First Republic Investment Management, and Oppenheimer. He holds the Series 63 and Series 65 designations. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth individuals and related entities. The firm manages approximately $2.54 billion in assets and constructs customized, primarily long-term portfolios using a range of investment vehicles, combining fundamental and quantitative analysis.
Zachary O
Series 65
El Segundo, CA
Validus Capital LLC
Zachary Ostrow is a financial advisor at Validus Capital LLC in El Segundo, CA, holding a Series 65 designation. He joined Validus Capital in 2025 and has prior experience at KPMG and Kom Ferry. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services primarily to high-net-worth and ultra-high-net-worth clients. The firm offers customized, long-term portfolio construction and serves as an investment adviser to pooled investment vehicles with approximately $2.54 billion in assets under management as of December 31, 2025.
Evan D
Series 66
El Segundo, CA
Validus Capital LLC
Evan Danu is a financial advisor at Validus Capital LLC holding a Series 66 designation with one year of industry experience. Prior to joining Validus Capital, he worked at UBS Financial Services Inc and Lockheed Martin. He is also a student worker under a federal work-study program at the University of Southern California. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm offers customized, primarily long-term portfolios using a range of investment vehicles and provides ongoing portfolio supervision and integrated family office services.
Matthew S
Series 65
El Segundo, CA
Validus Capital LLC
Matthew Schulz is a financial advisor with Validus Capital LLC in El Segundo, CA, holding a Series 65 designation and 13 years of industry experience. He previously worked at Camden Capital, LLC for nine years before joining Validus Capital in 2022. 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 manages approximately $2.54 billion in assets, offering customized long-term portfolios using a range of investment vehicles and integrated family office services.
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