Katelyn Kantruss
Veridian Capital Partners · Frederick, Maryland
Katelyn Kantruss is a fee-only financial advisor at Veridian Capital Partners in Frederick, Maryland. Veridian Capital Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Veridian Capital Partners |
|---|---|
| Based in | Frederick, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $551.1M across 822 accounts |
| SEC registration | Investment adviser representative in MD · CRD 7686574 |
| Exams passed | Series 65 (2023) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.vcpwealth.com |
How Katelyn's firm compares
- Veridian Capital Partners's average account is about $670,000, from its Form ADV (assets managed divided by 822 accounts).
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Questions about Katelyn
Is Katelyn Kantruss a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katelyn holds no broker registration, and Veridian Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Katelyn charge for financial advice?
Katelyn's firm, Veridian Capital Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Katelyn Kantruss based?
Katelyn Kantruss is based in Frederick, Maryland.
Is Katelyn Kantruss registered with the SEC?
Yes. Katelyn Kantruss is registered as an investment adviser representative in MD (CRD 7686574), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Veridian Capital Partners manage?
Veridian Capital Partners reports $551.1M across 822 accounts in assets under management.
How do I contact Katelyn Kantruss?
Through Katelyn's website, www.vcpwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Frederick
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Veridian Capital Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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