FREDERICK FINANCIAL CONSULTANTS, LLC
Legal name: VERIDIAN CAPITAL PARTNERS
CRD #314290 SEC #801-121334 FREDERICK, MD (301) 228-9300
SEC Registered
Total AUM
$471.1M
Discretionary
$471.1M
Employees
7
Clients
101
Accounts
2,494
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $471.1M | $471.1M | $0 | 7 | 38 |
| Jul 2024 | $389.5M | $389.5M | $0 | 7 | 68 |
| Mar 2024 | $389.5M | $389.5M | $0 | 7 | 68 |
| Oct 2023 | $334.6M | $333.7M | $891.9K | 7 | 107 |
| Mar 2023 | $334.6M | $333.7M | $891.9K | 7 | 107 |
| Mar 2022 | $348M | $346.9M | $1.2M | 5 | 3 |
| Aug 2021 | $346.4M | $345.2M | $1.1M | 5 | 0 |
| May 2021 | $0 | $0 | $0 | 5 | 0 |
| Apr 2021 | $0 | $0 | $0 | 5 | 0 |
DateMar 2025
Total AUM$471.1M
Discretionary$471.1M
Non-Disc.$0
Employees7
Clients38
DateJul 2024
Total AUM$389.5M
Discretionary$389.5M
Non-Disc.$0
Employees7
Clients68
DateMar 2024
Total AUM$389.5M
Discretionary$389.5M
Non-Disc.$0
Employees7
Clients68
DateOct 2023
Total AUM$334.6M
Discretionary$333.7M
Non-Disc.$891.9K
Employees7
Clients107
DateMar 2023
Total AUM$334.6M
Discretionary$333.7M
Non-Disc.$891.9K
Employees7
Clients107
DateMar 2022
Total AUM$348M
Discretionary$346.9M
Non-Disc.$1.2M
Employees5
Clients3
DateAug 2021
Total AUM$346.4M
Discretionary$345.2M
Non-Disc.$1.1M
Employees5
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0