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- Custodian
- Capital Group · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2017
- Office Locations
- 10
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.
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Owner & Executives
KEVIN MICHAEL CUFF
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #3274631
- Ownership
- Less than 5%
LEO JOSEPH KELLY III
Chief Executive Officer, Managing Member
- CRD
- #2872188
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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KERRY Jane AHERN
Senior Private Wealth Associate
- CRD
- #3217538
MARK EDWARD AMBERG
Private Wealth Advisor
- CRD
- #2481269
Showing 2 of 40 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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