VERDENCE CAPITAL ADVISORS, LLC

CRD 288512File 801-110722

APPROVED

Retail clients

Custody

Filing as of May 22, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$4.63B

Top 25% of cohort (national)

Discretionary AUM

$4.44B

Non-discretionary $187.5M

Clients

1,876

7,802 accounts

Employees

Top 25% of cohort in MD

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Jun 26, 2017
Principal office: 50 SCHILLING ROAD, SUITE 300, HUNT VALLEY, MD, 21031
Phone: 410-472-5380
Website: HTTPS://WWW.VERDENCE.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $4.63B
Discretionary AUM: $4.44B
Non-discretionary AUM: $187.5M
Discretionary accounts: 7,342
Non-discretionary accounts: 460
Total accounts: 7,802
AUM per client: $2.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	61	$210.7M
Charitable organizations	8	$55.1M
High net worth individuals	755	$3.97B
Pension and profit sharing plans	9	$22.3M
Individuals (other than high net worth individuals)	1,043	$366.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.