Verdant Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Verdant Capital Management provides retirement planning and asset management to individual investors and also advises a range of institutional-type clients, including corporations, trusts, foundations, estates, retirement plans and other business entities. Services include investment supervisory services, portfolio management and occasional non‑securities consulting.
The firm combines fundamental analysis with charting/technical methods and active portfolio management to create customized solutions tailored to clients’ objectives. It employs a broad set of strategies — from long‑term purchases to short‑term trading, short sales, margin transactions and option writing — and accepts discretionary authority to implement those strategies on client accounts.
What is distinctive for a firm of this size is its mix of individual and institutional client work and its use of relatively sophisticated trading tools alongside regular monitoring; accounts are reviewed weekly or even daily and clients receive quarterly portfolio reports. The firm uses major custodians (Charles Schwab and Fidelity), does not hold custody itself, and maintains proxy‑voting authority under documented policies rather than allowing clients to direct votes.
Client services
Expertise
Fee options
Fixed fees offered but no specific amounts stated
Consulting fees average $250 per hour
Main office
3838 West Carson Suite 218
Torrance CA 90503
Advisors at this office
1
Most active in
California
Also doing business as
David Yu Asset Management · Verdant Capital Management · Verdant Capital Management Inc. · Yu, David Chung
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.
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