Validus Capital LLC

Validus Capital LLC, established in February 2022 and registered as an investment advisor in April 2022, offers wealth management services to high net worth individuals, families, trusts, and businesses. Acting as a fiduciary, Validus Capital provides investment management, financial planning, legacy planning, and family office services. The firm's investment approach is primarily long-term focused, utilizing fundamental and quantitative analysis methods. Validus Capital may recommend unaffiliated money managers and offers financial planning services on an hourly or fixed fee basis. The firm manages $2.18 billion in assets as of December 31, 2024, with fees ranging from 0.30% to 1.00% annually based on a tiered schedule. Clients may request more current information at any time. Validus Capital does not charge performance-based fees, and all securities transactions are executed through a Custodian selected by the client. The firm does not engage in soft dollar programs and does not receive compensation for securities transactions. Validus Capital has implemented a Code of Ethics and does not have any disciplinary events. The firm does not receive compensation from third parties for client referrals and does not engage paid solicitors. Clients are required to engage a qualified custodian for their assets, and Validus Capital does not accept proxy-voting responsibility for client securities.