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- Custodian
- Capital Group · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-01-2017
- Office Locations
- 8
Office Locations
About Verdence Capital Advisors, LLC
Verdence Capital Advisors is an independent fiduciary wealth manager serving executives, business owners, and families with private advisory, integrated financial planning, estate and legacy strategies, family office support, and business-exit planning. Portfolios emphasize diversification with access to alternative and private investments, backed by thought leadership including CIO Megan Horneman’s “Markets with Megan” podcast.
Reported data analysis
What the numbers show
Between March 28, 2025 and May 22, 2026, reported AUM increased 18.3%, from $3.9B to $4.6B.
Across 5 reported observations, AUM increased 63.1% between November 8, 2022 and May 22, 2026, from $2.8B to $4.6B.
Of the latest reported AUM, 95.9% is discretionary and 4.1% is non-discretionary.
The firm reports 29 advisory representatives and 1,876 clients, or 64.7 clients per representative. That equates to $2.5M in reported AUM per client.
The profile lists 8 reported office locations and 9 years in operation. The source data was last updated on May 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Verdence Capital Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
LEO JOSEPH KELLY III
Chief Executive Officer, Managing Member
- CRD
- #2872188
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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KERRY Jane AHERN
Senior Private Wealth Associate
- CRD
- #3217538
Justin William Allen
--
- CRD
- #7012385
Showing 2 of 36 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,439,882,434 | $604,724 |
| Non-Discretionary | $187,525,217 | $407,664 |
| Total | $4,627,407,651 | $593,105 |
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Separately Managed Accounts
SMA allocation detail is available
Verdence Capital Advisors, LLC has reported separately managed account data across 11 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Verdence Capital Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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