Wealth Manager
    SEC Registered
    Manages Private Funds

    Verdence Capital Advisors, LLC

    Registered investment advisor · Hunt Valley, Maryland · CRD #288512

    Assets Under Management
    $4.6B
    Client Accounts
    7,802
    Employees
    52
    CRD Number
    288512
    Registration
    SEC Registered
    Custodian
    National Financial Services Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Verdence Capital Advisors, LLC

    Verdence Capital Advisors is an independent private wealth advisory and multi-family office firm founded in 2017. Headquartered in Hunt Valley, Maryland, it also has an office in Northern Virginia and investment advisors in Naples, Florida. The firm is dedicated to providing transparent and customized financial advice, emphasizing independence and integrity. The firm offers a range of services, including private wealth advisory and multi-family office services tailored for high-net-worth indivi

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Verdence Capital Advisors, LLC

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    Frequently Asked Questions

    What is Verdence Capital Advisors, LLC's AUM?

    Verdence Capital Advisors, LLC reports approximately $4.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Verdence Capital Advisors, LLC headquartered?

    Verdence Capital Advisors, LLC is headquartered in Hunt Valley, Maryland.

    What is Verdence Capital Advisors, LLC's CRD number?

    Verdence Capital Advisors, LLC's CRD number is 288512. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Verdence Capital Advisors, LLC manage?

    Verdence Capital Advisors, LLC manages approximately 7,802 client accounts according to its latest SEC filing.

    Is Verdence Capital Advisors, LLC SEC registered?

    Yes, Verdence Capital Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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