Verdence Capital Advisors, LLC

Verdence Capital Advisors, LLC (CRD# 288512) is a financial advisory firm headquartered in Hunt Valley, MD. They manage $2,735,788,731 in 5,301 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,736
    MILLION
  • Total Number of Accounts
    5,301
    ACCOUNTS
  • Average Account Value
    $516,089
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DC, DE, FL, GA, IL, LA, MA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WV

Financial Advisors at Verdence Capital Advisors, LLC
Showing 1 - 10 of 26 top financial advisors.
1
Mark E. Amberg
CRD#: 2481269
44 Canal Center Plaza, Suite 550, Alexandria, VA 22314

Mark Amberg (CRD# 2481269) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Alexandria, VA and has over 29 years of experience in the finance industry.

2
Matthew A. Andrulot
CRD#: 4197694
50 Schilling Road, Suite 300, Hunt Valley, MD 21031

Matthew Andrulot (CRD# 4197694) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Hunt Valley, MD and has over 23 years of experience in the finance industry.

3
Kevin M. Cuff
CRD#: 3274631
50 Schilling Road, Suite 300, Hunt Valley, MD 21031

Kevin Cuff (CRD# 3274631) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Hunt Valley, MD and has over 24 years of experience in the finance industry.

4
Jason M. Edelson
CRD#: 3241174
50 Schilling Road, Suite 300, Hunt Valley, MD 21031

Jason Edelson (CRD# 3241174) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Hunt Valley, MD and has over 24 years of experience in the finance industry.

5
Megan M. Foard
CRD#: 3126926
50 Schilling Road, Suite 300, Hunt Valley, MD 21031

Megan Foard (CRD# 3126926) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Hunt Valley, MD and has over 19 years of experience in the finance industry.

6
Brian J. Grumbach
CRD#: 2834637
50 Schilling Road, Suite 300, Hunt Valley, MD 21031

Brian Grumbach (CRD# 2834637) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Hunt Valley, MD and has over 21 years of experience in the finance industry.

7
Charles S. Holt
CRD#: 1943440
50 Schilling Road, Suite 300, Hunt Valley, MD 21031

Prior to joining PKH Private Wealth Management, Charles Holt was a Senior Vice President of Investments in the Global Wealth Management Group at Merrill Lynch, bringing over 25 years of experience to the financial services industry. He received a B.A. in Finance from Michigan State University and in 1998 completed the Merrill Lynch Financial Consultants Program at The Wharton School, University of Pennsylvania. Charles specializes in developing and implementing advanced planning and investment strategies for high-net-worth families. He concentrates on clients’ primary concerns: preservation of capital, tax minimization and lifetime cash flow needs.

He lives in Alexandria, Virginia with his wife Christina and 3 daughters; Emma, Sophie & Greta.

8
Leo J. Kelly
CRD#: 2872188
50 Schilling Road, Suite 300, Hunt Valley, MD 21031

Leo Kelly (CRD# 2872188) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Hunt Valley, MD and has over 25 years of experience in the finance industry.

9
Matthew S. Moore
CRD#: 1848803
50 Schilling Road, Suite 300, Hunt Valley, MD 21031

Matthew Moore (CRD# 1848803) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Hunt Valley, MD and has over 33 years of experience in the finance industry.

10
John D. Morgan
CRD#: 2643921
50 Schilling Road, Suite 300, Hunt Valley, MD 21031

John Morgan (CRD# 2643921) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Hunt Valley, MD and has over 28 years of experience in the finance industry.

1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.