CRD: 327856
Venado Investment Advisors LLC
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-25-2023
- Office Locations
- 1
Office Locations
About Venado Investment Advisors LLC
Venado Investment Advisors provides investment counseling and tailored planning/wealth management, with a niche focus that includes veterinarians. The firm also offers a small- to mid-cap equity strategy focused on smaller, high-quality companies for risk-adjusted returns, alongside ongoing market insights and webinars. Reported custodians include Charles Schwab and Interactive Brokers.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GREGORY MARTIN TOPPE
Chief Compliance Officer, Chief Investment Officer, Founder, Managing Member
- CRD
- #2728972
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,004,074 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,004,074 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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