VENADO INVESTMENT ADVISORS LLC

RIASEC Registered
Total AUM
$1M
Discretionary
$1M
100% of AUM
Avg account
$167K
Accounts
6
Employees
2
Advisory reps
1

Firm details

Headquarters
WESTLAKE VILLAGE, California
CRD number
327856
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Venado Investment Advisors LLC is a small independent registered investment adviser serving individual and family clients with a mix of financial planning and portfolio management services. The firm charges fees based on a percentage of assets under management and also offers hourly billing, which signals flexibility for one-off planning engagements alongside ongoing investment advisory relationships. Its investable focus favors exchange-traded equities for liquid core exposures and supplements those positions with third-party pooled products and private-market allocations where appropriate. The adviser does not position itself as an ESG specialist and is not identified as a multi-state or pension consultant. Given the reported asset scale and client count, the business operates like a boutique or solo practice that tailors portfolios to a small set of households and small-business owners, using custodial platforms to execute and custody client securities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 35%, Cash & Cash Equivalents 33%, Public Funds/Mutual Funds 28%, US Government Bonds 4%35%
  • Exchange Traded Equities35%
  • Cash & Cash Equivalents33%
  • Public Funds/Mutual Funds28%
  • US Government Bonds4%

Contacts

1 of 1
  • GREGORY TOPPE

    Portfolio ManagerCRD 2728972

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WESTLAKE VILLAGE, CA

VENTURA

Location

WESTLAKE VILLAGE, CA

Headquartered in WESTLAKE VILLAGE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
VENTURA
Address
2945 Townsgate Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth