VENADO INVESTMENT ADVISORS LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities35%
- Cash & Cash Equivalents33%
- Public Funds/Mutual Funds28%
- US Government Bonds4%
Contacts
1 of 1GREGORY TOPPE
Portfolio ManagerCRD 2728972
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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