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Vodia Capital, LLC (Concord)


Vodia Capital, LLC is an adviser based in Concord. It manages $50.4 million of regulatory assets for 188 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Massachusetts and New York.

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Vodia Capital provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm also engages as mr. matias teaches for wronski assoc.

Vodia Capital: assets under management

The assets under management (AUM) of Vodia Capital, LLC is $50.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 60% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $50.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $268.09 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Vodia Capital, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Concord

The principal office where Vodia Capital, LLC performs its advisory services is located at 97 Lowell Road, Concord, MA 01742 The mailing address of the firm is P.O. Box 488, Concord, MA 01742. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 978-318-0900 or by fax 978-318-0901. The normal business hours are 9:00 - 5:00 est on Monday - Friday. You can find more information about the New York firm at vodiacapital.com.


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