A complete list of active advisors currently associated with Verdant Capital Management
Warmer can help you find a great advisor at Verdant Capital Management or one who fits your needs even better.
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.
To learn more about the advisors currently working at Verdant Capital Management, 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 |
|---|---|---|
Torrance, CA
| 27
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")