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| Verdence Capital Advisors LLC
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|---|---|
| CRD # | 288512 |
| SEC # | 801-110722 |
| CIK # | 0001719305 |
| AUM | 4,627.4 M (2026-05-22) |
| Employees | 52 (56% Investors, 0% Brokers) |
| Phone | 410-472-5380 |
| Address | 50 Schilling Road Hunt Valley, MD 21031 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 51.3 | ||
| Microsoft Corp | 33.8 | ||
| J P Morgan Chase & Co | 24.4 | ||
| Alphabet Inc | 22.1 | ||
| Broadcom Inc | 21.5 | ||
| Amazon Com Inc | 20.6 | ||
| Micron Technology Inc | 20.3 | ||
| Nvidia Corp | 16.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 16.4 | ||
| Applied Materials Inc /DE | 15.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,043 | 0.4 |
| (b) Individuals (high net worth individuals) | 755 | 4.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 0.0 |
| (h) Charitable organizations | 8 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 61 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 7,802 | 4.6 |
| By Discretionary | ||
| Discretionary | 7,342 | 4.4 |
| Non-Discretionary | 460 | 0.2 |
| Total | 7,802 | 4.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.6 | |
| Total | 7,802 | 4.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001719305] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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