# Verdence Capital Advisors, LLC

> Verdence Capital Advisors, LLC is an SEC-registered investment advisory firm in Hunt Valley, MD, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 22, 2026.

- CRD: 288512
- Filed as: VERDENCE CAPITAL ADVISORS, LLC
- Also doing business as: RIA+, VERDENCE/FAMILY
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hunt Valley, MD
- Filing period: October 2026
- Form ADV filing dated: May 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288512
- AdvisorCensus page: https://advisorcensus.com/firm/verdence-capital-advisors-llc-hunt-valley-md-288512

## Quick answers

**How is Verdence Capital Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Verdence Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Verdence Capital Advisors, LLC located?**
Verdence Capital Advisors, LLC's principal office is in Hunt Valley, MD, according to its Form ADV; the June 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Verdence Capital Advisors, LLC registered with the SEC or a state?**
Verdence Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 288512.

**How much does Verdence Capital Advisors, LLC manage?**
Verdence Capital Advisors, LLC reports $4,627,407,651 in regulatory assets under management in its Form ADV filing dated May 22, 2026 (96% discretionary).

**How have Verdence Capital Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Verdence Capital Advisors, LLC: Regulatory assets under management: $2,472,428,702 in the October 2021 data and $4,627,407,651 in the October 2026 data, up 87%. Total employees: 29 in October 2021 and 52 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Verdence Capital Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,043); high net worth individuals (755); corporations or other businesses not listed above (61).

**Which custodians does Verdence Capital Advisors, LLC use?**
Verdence Capital Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Clearing & Custody Solutions as custodians holding 10% or more of its separately managed account assets.

**Does Verdence Capital Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288512

**What changed in Verdence Capital Advisors, LLC's recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 22, 2026)

- Minimum annual fee: $10,000

> The Registrant generally requires a minimum annual fee of $10,000. The Registrant, in its sole discretion, reduce or waive its minimum annual fee requirement

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Clearing & Custody Solutions

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $4,627,407,651
- Discretionary: $4,439,882,434
- Non-discretionary: $187,525,217

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,043 | $366,718,139 |
| High net worth individuals | 755 | $3,972,619,715 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $22,337,404 |
| Charitable organizations | 8 | $55,064,062 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 61 | $210,668,331 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 52 total, 29 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, VT, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Alexandria, VA
- Concord, MA
- Naples, FL

### Websites listed on Form ADV (Item 1.I)
- ria.plus
- verdence.com
- verdencefamily.com
- verdencepro.com
- Facebook @VERDENCE
- Instagram @VERDENCECAPITALADVISORS
- LinkedIn @VERDENCE-CAPITAL-ADVISORS
- X @VERDENCE

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,472,428,702 | 29 | March 30, 2021 |
| October 2022 | $2,837,780,043 | 38 | April 1, 2022 |
| October 2023 | $2,735,788,731 | 40 | April 14, 2023 |
| October 2024 | $3,306,595,930 | 47 | March 28, 2024 |
| October 2025 | $3,912,055,977 | 49 | March 28, 2025 |
| October 2026 | $4,627,407,651 | 52 | May 22, 2026 |

Regulatory assets under management: $2,472,428,702 in the October 2021 data and $4,627,407,651 in the October 2026 data, up 87%.
Total employees: 29 in October 2021 and 52 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 28 to 29.
- Regulatory assets under management went from $3,912,055,977 to $4,627,407,651 (+18%).
- Registered or notice-filed in AL, IN, ME, OR.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Verdence Capital Advisors, LLC (CRD 288512): Form ADV filing data as of October 2026.