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| Happy Holidays!! thanks for using AUM13F!! |
| Verdence Capital Advisors LLC
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| CRD # | 288512 |
| SEC # | 801-110722 |
| CIK # | 0001719305 |
| AUM | $3.9 B (2025-03-28) |
| Employees | 49 (57% Investors, 0% Brokers) |
| Phone | 410-472-5380 |
| Address | 50 Schilling Road Hunt Valley, MD 21031 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001719305 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 45.6 | ||
| Apple Inc | 42.5 | ||
| Broadcom Inc | 26.0 | ||
| J P Morgan Chase & Co | 23.9 | ||
| Facebook Inc | 17.3 | ||
| VISA Inc | 16.4 | ||
| Amazon Com Inc | 15.1 | ||
| Micron Technology Inc | 14.9 | ||
| Costco Wholesale Corp /NEW | 13.8 | ||
| Alphabet Inc | 13.5 | ||
| Nvidia Corp | 13.1 | ||
| Exxon Mobil Corp | 12.9 | ||
| KLA Tencor Corp | 12.6 | ||
| Oracle Corp | 11.3 | ||
| Ace Ltd | 10.2 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 956 | 0.3 |
| (b) Individuals (high net worth individuals) | 723 | 3.4 |
| (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 | 7 | 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 | 56 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 7,206 | 3.9 |
| By Discretionary | ||
| Discretionary | 6,769 | 3.8 |
| Non-Discretionary | 437 | 0.2 |
| Total | 7,206 | 3.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.9 | |
| Total | 7,206 | 3.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001719305] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Karpus Management Inc
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|
NY | 4.0 |
|
New Frontier Advisors LLC
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|
MA | 3.9 |
|
Oberweis Asset Management Inc
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|
IL | 3.9 |
|
Schechter Investment Advisors LLC
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|
MI | 3.9 |
|
Daymark Wealth Partners LLC
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|
OH | 3.9 |
|
Bragg Financial Advisors Inc
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|
NC | 3.9 |
|
Systematic Financial Management LP
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|
NJ | 3.9 |
|
Argent Capital Management LLC
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|
MO | 3.9 |
|
Crossingbridge Advisors LLC
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|
NY | 3.9 |
|
Sand Hill Global Advisors LLC
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|
CA | 3.9 |