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| Verdence Capital Advisors LLC
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|---|---|
| CRD # | 288512 |
| SEC # | 801-110722 |
| CIK # | 0001719305 |
| AUM | $4.6 B (2026-05-22) |
| Employees | 52 (56% Investors, 0% Brokers) |
| Phone | 410-472-5380 |
| Address | 50 Schilling Road Hunt Valley, MD 21031 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001719305 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 51.3 | ||
| Microsoft Corp | 33.8 | ||
| J P Morgan Chase & Co | 24.4 | ||
| Alphabet Inc | 22.1 | ||
| Broadcom Inc | 21.5 | ||
| Amazon Com Inc | 20.6 | ||
| Micron Technology Inc | 20.3 | ||
| Nvidia Corp | 16.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 16.4 | ||
| Applied Materials Inc /DE | 15.2 | ||
| KLA Tencor Corp | 14.8 | ||
| Costco Wholesale Corp /NEW | 14.3 | ||
| Visa Inc | 14.1 | ||
| Facebook Inc | 13.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bragg Financial Advisors Inc
✚
|
NC | 4.7 |
|
Clearwater Advisors LLC
✚
|
ID | 4.7 |
|
Diversify Advisory Services LLC
✚
|
UT | 4.6 |
|
Graypoint LLC
✚
|
NY | 4.6 |
|
Journey Strategic Wealth LLC
✚
|
NJ | 4.6 |
|
Heritage Investors Management Corp
✚
|
MD | 4.6 |
|
Bowen Hanes & Co Inc
✚
|
FL | 4.6 |
|
Quotient Wealth Partners LLC
✚
|
TX | 4.6 |
|
Northeast Financial Consultants LLC
✚
|
CT | 4.6 |
|
Wharton Business Group LLC
✚
|
PA | 4.6 |