A complete list of active advisors currently associated with VZD Capital Management LLC

Warmer can help you find a great advisor at VZD Capital Management LLC or one who fits your needs even better.

VZD Capital Management, LLC is a fee‑only registered investment adviser that serves high‑net‑worth individuals, multigenerational families, trusts, qualified retirement accounts (including Personal Choice Retirement Accounts), and select businesses and charitable organizations. The firm provides discretionary asset management along with retirement, estate, and tax‑consideration advice, and it also offers hourly financial consulting for individuals who do not meet its $250,000 account minimum. Portfolios are individually tailored rather than model‑driven, built from diversified holdings such as individual stocks, bonds, ETFs, preferred stock, and REITs, and managed with a mix of core‑satellite allocation, dollar‑cost averaging, active adjustments, and quarterly reviews. VZD operates exclusively on a discretionary basis, does not take custody of client assets (custody is maintained at Charles Schwab), and conducts supervisory oversight of self‑directed employer brokerage/PCRA arrangements when clients appoint the firm. Distinctive features in the brochure include public educational seminars and paid speaking engagements led by the firm's sole owner and compliance officer, who also provides customized consulting and curricula for individuals below the advisory minimum. The firm also declines to vote client proxies (clients retain voting responsibility) and recently disclosed state licensing changes and reliance on the de minimis exemption in certain states, which may affect availability in some jurisdictions.

To learn more about the advisors currently working at VZD Capital Management 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.