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VERDENCE CAPITAL ADVISORS, LLC
CRD 288512 · SEC 801-110722
50 SCHILLING ROAD, SUITE 300, HUNT VALLEY, MD, 21031, United States
Phone
410-472-5380
Fax
443-541-4283
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.63B
Discretionary AUM
$4.44B
Team
52 total employees; 29 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1043 | $366.7M |
| High net worth individuals | 755 | $3.97B |
| Pension/profit sharing plans | 9 | $22.3M |
| Charitable organizations | 8 | $55.1M |
| Corporations/business entities | 61 | $210.7M |
States served
VT, AL, AZ, CA, CO, DE, DC, GA, IL, IN, LA, ME, MD, MA, MI, MN, NJ, NY, NC, OH, OR, PA, SC, TN, VA, WV, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD