← Tributary

VERDENCE CAPITAL ADVISORS, LLC

HUNT VALLEY, MD · CRD 288512 · IAPD ↗ · verdence.com · 410-472-5380

$4.63BRegulatory AUM
29Advisory reps
52Employees
0Clients
101-250Planning clients
0Private funds
30States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — VERDENCE CAPITAL ADVISORS, LLC notice-filed in AL, IN, ME, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — VERDENCE CAPITAL ADVISORS, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
April 2025 — VERDENCE CAPITAL ADVISORS, LLC notice-filed in MN, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — VERDENCE CAPITAL ADVISORS, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2025 — VERDENCE CAPITAL ADVISORS, LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
April 2024 — VERDENCE CAPITAL ADVISORS, LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.