HUNT VALLEY, MDCRD 288512Latest ADV March 31, 2026
Verdence Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hunt Valley, MD. Its latest Form ADV filing, dated March 31, 2026, reports $4.6B in regulatory assets under management, 52 employees, 6 offices, and 7,802 accounts.
Assets Under Management
$4.6B
Employees
52
Offices
6 offices
Total Clients
1,876
Primary office
HUNT VALLEY, MD
50 SCHILLING ROAD, SUITE 300, HUNT VALLEY, MD, United States
Top client segmentIndividuals represent 55.6% of total clients.
Top client categories% of clientsClients
1
Individuals
55.6%
1,043
2
HNWI
40.2%
755
3
Corporations
3.3%
61
4
Pension Plans
0.5%
9
5
Charitable
0.4%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.6Bas of March 31, 2026
Discretionary95.9%
$4.4B
96% of total RAUM95.9%
Non-discretionary4.1%
$188M
4% of total RAUM4.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.6B
Total Accounts7,802
10Y AUM Change+$4.6B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees52
Clients per Employee36:1
10Y Employee Change+40 (+333.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.