Veridos Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,935,860
Clients
15
Advisors
1
of 6 employees
About
Veridos Capital LLC provides discretionary portfolio management for individual clients, including high-net-worth investors, and serves as general partner and investment manager for two private partnership funds (Veridos Income Stability Fund LP and Anchor Point Bond Fund LP). The firm also offers comprehensive financial planning and retirement-plan advisory services, including ERISA 3(21) consulting and 3(38) asset management, and may manage separate accounts.
Investment decisions are research-driven, combining company- and industry-level fundamental analysis with technical inputs and a proprietary trading system used to acquire undervalued stocks, bonds and ETFs and to sell or short positions viewed as overpriced. Veridos manages pooled investment vehicles on a discretionary basis and employs allocation and risk-management techniques intended to limit volatility while using compensation arrangements for the funds that include performance-based allocations.
Distinctive features for a firm of this scale include its role as a private fund adviser and active management of pooled vehicles alongside individual client work, and its offering of both ERISA 3(38) fiduciary services and cash-balance plan support. The firm’s operations are tied to affiliated business activities — including a comprehensive financial-planning affiliate, an on‑staff CPA overseeing tax planning, and licensed insurance personnel — a structure the brochure notes can create potential conflicts of interest that are disclosed to clients.
Client services
Expertise
Fee options
$100,000 - $1,000,000: 2.0% $1,000,000 - $2,000,000: 1.5% $2,000,000 - $3,000,000: 1.25% $3,000,000 - $4,000,000: 1.0% $4,000,000 - $5,000,000: 0.9% $5,000,000 - $6,000,000: 0.8% $6,000,000+: 0.7%
Compensation accepted for sale of other investment products such as insurance products or pooled investment funds (commission-based)
$250/hour for financial planning services if not part of comprehensive planning or asset management; fees are negotiable
15% performance allocation of investor's gain in the Funds, subject to recoupment of prior loss and discretionary reduction or waiver
Account minimum: $250,000 Fee-only: Hourly fee for financial planning services of $250/hour (negotiable)
Main office
Tamarac FL
Advisors at this office
1
Most active in
Florida · Michigan
Also doing business as
Canopy Financial · Canopy Greenville LLC · Veridos Capital 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
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