Vartanian Capital Management Independent Registered Investment Advisor

Your wealth deserves more than being one account among hundreds.

Vartanian Capital Management provides institutional-grade portfolio management for individuals and families who expect genuine attention, disciplined risk management, and complete transparency — built on twelve years of Wall Street experience at Salomon Brothers, Goldman Sachs, and Merrill Lynch.

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12 Years Wall Street Experience
$26M Assets Under Management (as of 12/31/2025)
18 Client Households
25 Max Total Capacity

The Problem

Most advisors manage too many clients to truly know any of them.

The typical financial advisor at a large firm manages 200 or more client relationships. Some manage over a thousand. At that scale, portfolio decisions get delegated to junior analysts and automated models. Clients get handed off after the initial meeting. Individual circumstances — tax situations, risk tolerance, life changes — get lost in the volume.

You can track a thousand accounts through software. You can generate reports and rebalance algorithmically. But you cannot actually know what is in each portfolio or why.

After spending twelve years on Wall Street trading desks — at Citigroup/Salomon Brothers, Goldman Sachs, and Bank of America Merrill Lynch — I built this practice on a different premise: manage a small number of client relationships with the same institutional discipline I learned managing billions in capital.

I manage 18 client households. I will accept a maximum of 25. Every portfolio decision, I make myself. Every client, I know personally. That is not a tagline. It is how the practice is structured.

Why Vartanian Capital Management

Institutional experience. Individual attention.

Wall Street Discipline

Fixed income and credit derivatives trading at three of the most prominent firms on Wall Street. That background taught me risk management in ways that textbooks and certifications cannot replicate.

Risk-First Philosophy

I am more concerned with returning your principal than the return on your principal. Portfolio construction starts with understanding what can go wrong — not chasing what might go right.

Aligned Interests

Fee-based management. No proprietary products. No incentive to trade your account or recommend investments that benefit me more than you. Your assets are held at Charles Schwab.

Who We Serve

For those who have outgrown the large-firm model.

Our clients are individuals and families who have accumulated meaningful wealth and want it managed with genuine care — not processed through a system. Many have had the experience of being one of hundreds of clients at a large firm, of being handed off to junior staff, or of being sold products they did not fully understand.

They are looking for an advisor who actually knows what is in their portfolio, who they can reach directly when they have a question, and who has the institutional experience to manage risk properly.

Current Capacity

18 of 25 client relationships filled

Currently accepting new clients

Client relationships dating to 2014. Currently managing assets for individuals, families, and a charitable organization.

View Services & Fees About Sevag Vartanian