A complete list of active advisors currently associated with Venado Investment Advisors LLC
Warmer can help you find a great advisor at Venado Investment Advisors LLC or one who fits your needs even better.
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).
To learn more about the advisors currently working at Venado Investment Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Westlake Village, CA
| 3
|
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