Venado Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Venado Investment Advisors LLC provides discretionary asset management and hourly financial planning primarily to high‑net‑worth individuals, trusts, and estates. The firm, registered in 2023, manages about $1.0 million across three client accounts and generally requires a $100,000 account minimum.
Portfolios are tailored to documented client goals and risk tolerances and use a mix of cyclical analysis, fundamental analysis, and modern portfolio theory as part of the investment process; financial plans are completed on a project/hourly basis. The firm recommends Schwab as custodian, conducts quarterly account reviews (including allocation checks, rebalancing and tax‑loss harvesting considerations), and bills advisory fees as a percentage of assets while charging separately for planning work.
Noteworthy aspects relative to peers include the very small client base and sole‑advisor structure coupled with the firm’s public presentation of performance results, a practice that is uncommon among similar firms. Oversight and compliance are centralized with the firm’s sole advisor acting as the compliance officer who reviews personal trading quarterly, and the firm does not vote client proxies (clients receive and vote their own proxy materials).
Client services
Expertise
Fee options
$0 - $499,999: 1.25% $500,000 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.75% $5,000,000+: 0.50%
$400 per hour for financial planning
Account minimum: $100,000
Main office
2945 Townsgate Road, Suite 200
Westlake Village CA 91361
Advisors at this office
1
Most active in
California · New York
Also doing business as
Venado Investment Advisors LLC · Venado Investment Advisors, LLC
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.
Forms ADV
Quick links
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