Verdence Capital Advisors, LLC

Overview

Verdence Capital Advisors, LLC is an SEC registered investment adviser based in Hunt Valley, MD, registered since 2017. It reports $4.6B in assets under management across 7,802 accounts, with 52 employees. It has 37 investment adviser representatives.

Reported AUM

$4.6B

Discretionary

96%

Accounts

7,802

Average account

$593K

Employees

52

Advisory reps

37

Registered since

2017

Jurisdictions

30

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Leo Joseph Kelly III Chief Executive Officer CRD 2872188
• Thomas John New President CRD 3084313
• Kevin Michael Cuff Chief Compliance Officer & Director of Business Management CRD 3274631

Advisory reps 3 of 37

• KERRY Jane AHERN Investment Adviser Rep CRD 3217538
• Justin William Allen Insurance Agent · Investment Adviser Rep CRD 7012385
• Mark Edward Amberg Insurance Agent · Investment Adviser Rep CRD 2481269

34 more advisory reps, with emails, phones and branch locations

Location

Headquarters

50 Schilling Rd Ste 300
Hunt Valley, MD 21031

County

Baltimore

Metro area

Baltimore-Columbia-Towson, MD

Region

South

Registrations

• SEC registered
• Registered in 30 jurisdictions
• Website: verdence.com

Every state, with registration dates

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