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They include 407 high-net-worth individuals, 280 individual clients and 20 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Venturi Wealth Management offer?","answer":"Venturi Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, selecting other managers, educational seminars, education planning, estate planning, family office services, insurance, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Venturi Wealth Management use?","answer":"Venturi Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $3.23B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Venturi Wealth Management have?","answer":"Venturi Wealth Management has 20 investment adviser representatives registered with state securities authorities, out of 28 employees, and 12 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Venturi Wealth Management invest in?","answer":"At the end of its last fiscal year, Venturi Wealth Management’s separately managed accounts held 66% exchange-traded equities, 11% registered funds (mutual funds, ETFs, BDCs), 9% state and local bonds, 7% pooled vehicles (private funds and similar) and 7% cash and equivalents. It advises 11 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Venturi Wealth Management?","answer":"Venturi Wealth Management is owned through a holding company by TCG Midco LLC. Its direct owners are Bravura Capital, LLC (10% to 25%), the Caprock Group, LLC (75% or more), William Gilbert (5% to 10%) and Gregory Brown (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 31 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Venturi Wealth Management get paid?","answer":"Venturi Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Venturi Wealth Management registered with the SEC?","answer":"Yes, Venturi Wealth Management has been registered with the SEC as an investment adviser since 2 January 2014. Its CRD number is 169576 and its SEC file number is 801-78932.","source":"Form ADV Part 1A, Item 1, filed 31 August 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Venturi Wealth Management?","answer":"Venturi Wealth Management’s main office is at 800 W Main Street, Suite 1150, Boise, ID 83702. Its phone number is 208-368-9600. 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