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Verdence Capital Advisors LLC
Verdence Capital Advisors LLC is a registered investment advisory firm headquartered in Hunt Valley, Maryland. Founded in 2017, Verdence offers independent wealth management and financial advisory services to high-net-worth individuals, families, business owners, and institutional clients. The firm typically emphasizes a personalized, boutique approach and is known for its independence and objectivity in client relationships. It employs approximately 30-60 professionals, including advisors, analysts, and support staff, with a commitment to customized portfolio management and holistic financial planning.
Investment Strategy
Verdence Capital Advisors employs a customized and client-centric investment strategy focused on long-term wealth preservation and growth. The firm provides discretionary portfolio management, emphasizing asset allocation tailored to each client's risk tolerance, investment objectives, and time horizon. Their approach includes diversification across asset classes (equities, fixed income, alternative investments, and cash), as well as rigorous research and due diligence. Verdence seeks both public and private investment opportunities, aiming to align portfolios with clients' broader financial plans and goals, leveraging independence and transparency for objective decision-making.
Latest 13F Filing Activity
Verdence Capital Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 666 equity positions and 1 options positions with a total 13F market value of $1B. The fund increased holdings in Microsoft Corp., Broadcom Inc., Micron Technology Inc. among other positions. Verdence Capital Advisors LLC reduced exposure to Unitedhealth Group Inc., Apple Inc., Norfolk Southn Corp. among others.
Top Holdings
Equity Positions (666)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 3.11% | $45.6M | 91,580 | $241.20 | $497.41 | +$14.0M |
F FLOT | ISHARES TR | 2.92% | $42.8M | 839,303 | $51.03 | $51.02 | +$3.9M |
A AAPL | APPLE INC | 2.90% | $42.5M | 206,946 | $91.59 | $205.17 | -$4.6M |
B BIL | SPDR SERIES TRUST | 2.74% | $40.1M | 436,952 | $91.68 | $91.73 | +$3.7M |
S SPY | SPDR S&P 500 ETF TR | 2.29% | $33.6M | 54,331 | $363.89 | $617.85 | +$4.5M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
P PPTA | PERPETUA RESOURCES CORP | New | Call | $5.7K | 155 | $12.14 | $12.14 | +155 | +$5.7K |
Industry Allocation
Investment Team (6)
| Name | Role | Location | |
|---|---|---|---|
 | Partner | Lutherville-Timonium, MD , United States | |
M Meg Sheil-Puopolo | Partner | Baltimore, MD , United States | |
N Nicholas Schiavone | Analyst | Perry Hall, MD , United States | |
 | Partner | Cockeysville, MD , United States | |
 | Analyst | Naples, FL , United States | |
 | Analyst | Cockeysville, MD , United States |
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