Verdence Capital Advisors, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 288512
· SEC file 801-110722
· Hunt Valley, MD
· WWW.VERDENCE.COM
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ADV data as of May 22, 2026
- Regulatory AUM
- $4.6B
- Discretionary
- $4.4B
- Clients
- 1,876
- Avg AUM / client
- $2.5M
- Accounts
- 7,802
- Employees
- 52
AUM over time
$0
$4.6B
May 2017
May 2026
Annual snapshots from Form ADV filings · as of May 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,043 | $367M | 7.92% |
| High net worth individuals | 755 | $4.0B | 85.8% |
| Pension and profit sharing plans | 9 | $22.3M | 0.48% |
| Charitable organizations | 8 | $55.1M | 1.19% |
| Corporations and other businesses | 61 | $211M | 4.55% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Dla Piper Llp (Us) Profit Sharing And 401(k) Savings Plan Dla Piper Llp (Us) | 2024 | |
| Solaris 401(k) Plan Solaris Health Holdings, Llc | 2024 | |
| Saul Ewing Retirement Plan Saul Ewing Llp | 2024 |
People (37)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian John Grumbach | Member | CFP | Apr 2017 (9y) | Less than 5% |
| Brian Matthew Sabo | Member | CFP | Apr 2017 (9y) | Less than 5% |
| Charles Stephen Holt | Member | Apr 2017 (9y) | 5% – 10% | |
| John David Morgan | Member | Apr 2017 (9y) | Less than 5% | |
| Leo Joseph Kelly | Managing Member / Chief Executive Officer | Apr 2017 (9y) | 50% – 75% | |
| Matthew Sanderson Moore | Member | Apr 2017 (9y) | 5% – 10% | |
| New, Thomas, John | Member/President | Apr 2017 (9y) | 5% – 10% | |
| Richard Manuel Rosa | Member | Apr 2017 (9y) | Less than 5% | |
| Stephen Lloyd Thacker | Member | Apr 2017 (9y) | Less than 5% | |
| Prkna, Avery, Anthony | Member | Jan 2019 (8y) | Less than 5% | |
| Kevin Michael Cuff | Chief Compliance Officer & Chief Operating Officer | Feb 2019 (8y) | Less than 5% | |
| Jason Michael Edelson | Registered representative | Jun 2017 (9y) | ||
| Megan Marie Foard | Registered representative | Dec 2017 (9y) | ||
| Meg Patricia Sheil Puopolo | Registered representative | Jun 2019 (7y) | ||
| Noel Michael La Montagne | Registered representative | Jun 2019 (7y) | ||
| Matthew A Andrulot | Registered representative | CFP | Aug 2020 (6y) | |
| Robert John Schmitt | Registered representative | Aug 2021 (5y) | ||
| Lucas Roland Belanger | Registered representative | Feb 2022 (4y) | ||
| Edward Waring Karppi | Registered representative | CFA | Mar 2022 (4y) | |
| Kelly Robert Wright | Registered representative | CFP | Jun 2022 (4y) | |
| Mark Edward Amberg | Registered representative | CFP | Jun 2023 (3y) | |
| Matthew David Pietzak | Registered representative | CFP | Jul 2023 (3y) | |
| Andrew Garrison Wright | Registered representative | Aug 2023 (3y) | ||
| Taylor Lynn O'hara Guglielmo | Registered representative | Mar 2024 (2y) | ||
| Ayaz Hasan | Registered representative | CFP | Mar 2024 (2y) | |
| Peter Edward Mcgratty | Registered representative | CFA | May 2024 (2y) | |
| Elizabeth Richter Psota | Registered representative | Aug 2024 (2y) | ||
| Carol Lynn Hopkins | Registered representative | Sep 2024 (2y) | ||
| Dwight Latham Davenport | Registered representative | Jan 2025 (2y) | ||
| John Raymond Piccirilli | Registered representative | Sep 2025 (1y) | ||
| Kerry Jane Ahern | Registered representative | Jan 2026 (1y) | ||
| Jeffrey S Simet | Registered representative | Apr 2026 (0y) | ||
| Leo J Kelly | Registered representative | Apr 2026 (0y) | ||
| Jonathan Saklad | Registered representative | May 2026 (0y) | ||
| Matthew James Moore | Registered representative | Jun 2026 (0y) | ||
| Abraham Martin Miller | Registered representative | Jun 2026 (0y) | ||
| Bryan Daniel Dalesandro | Registered representative | CFP Chartered Financial Consultant | Jul 2026 (0y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Dla Piper Llp (Us) Profit Sharing And 401(k) Savings Plan | Dla Piper Llp (Us) | 3,042 | $1.7B | 01/01/2024 |
| Solaris 401(k) Plan | Solaris Health Holdings, Llc | 5,644 | $465M | 01/01/2024 |
| Saul Ewing Retirement Plan | Saul Ewing Llp | 869 | $489M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/22/2026 | 1.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- National Financial Services (Fidelity) $3.8B (81% of AUM) May 2026
- Charles Schwab & Co. $627M (14% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 22, 2026.
View current Form ADV (SEC/IAPD) ↗