Alexandria, VA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Verdence Capital Advisors, LLC
Multi-team
Firm-wide stats for Verdence Capital Advisors, LLC
About
Verdence Capital Advisors serves a mix of individual (both non‑HNW and high‑net‑worth) clients, businesses, pension and profit‑sharing plans, trusts and estates, and also works with independent advisers. The firm provides discretionary portfolio management and financial planning and operates specialized teams that deliver family office services, sports and entertainment advisory (Verdence/PRO), OCIO/sub‑advisory solutions (RIA+), and standalone planning or consulting engagements.
The firm’s investment process combines fundamental, technical and cyclical analysis and implements portfolios across mutual funds, ETFs, separately managed accounts and independent managers, with ongoing monitoring, rebalancing and client reporting. Verdence also offers OCIO sub‑advisory and consulting to other registered advisers—providing research, asset allocation, manager selection and trade execution—and uses third‑party research inputs (including AI tools as one component) alongside internal oversight.
Noteworthy aspects disclosed in the brochure include a recent internal reorganization and a majority investment by Project Foxtrot (with indirect ownership links to Wealth Partners and HGGC), which the firm says does not change day‑to‑day advisory independence. Verdence’s family‑office capability includes bill‑paying, bookkeeping and limited custody arrangements subject to an annual independent surprise verification exam, the Verdence/PRO focus on athletes and entertainers is a specialized offering, and principals’ indirect ownership in an affiliated private‑fund sponsor (which waives certain fund‑level fees for Verdence clients) is disclosed with associated conflict‑mitigation procedures.
Based on Verdence Capital Advisors, LLC
Expertise
Based on Verdence Capital Advisors, LLC
Occupation focus
Based on Verdence Capital Advisors, LLC
Location
44 Canal Center Plaza, Suite 550
Alexandria VA 22314
Advisors at this office
3
Advisors at this office
Mark A
CFP®, Series 63, Series 65
Alexandria, VA
Verdence Capital Advisors, LLC
Mark Amberg is a financial advisor at Verdence Capital Advisors, LLC with 32 years of industry experience. He holds the CFP® designation and has worked previously at Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory role, he owns and leases residential properties in Alexandria, Virginia. Verdence Capital Advisors serves a diverse client base including individuals, businesses, pension and profit-sharing plans, trusts, and independent advisers. The firm offers discretionary portfolio management and financial planning through specialized teams, employing a blend of fundamental, technical, and cyclical analysis across various investment vehicles.
Taylor G
Series 66
Alexandria, VA
Verdence Capital Advisors, LLC
Taylor Guglielmo is a financial advisor at Verdence Capital Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at First Command Insurance Services, Inc. and related affiliates for seven years. Outside of his advisory role, Taylor serves on the investment committee of ACT for Alexandria, a community organization focused on philanthropic giving. Verdence Capital Advisors serves a diverse client base including individuals, businesses, pension plans, and trusts, offering discretionary portfolio management and financial planning. The firm employs a combination of fundamental, technical, and cyclical analysis in managing portfolios across mutual funds, ETFs, separately managed accounts, and independent managers.
Charles H
Series 63, Series 65
Alexandria, VA
Verdence Capital Advisors, LLC
Charles Holt is a financial advisor with Verdence Capital Advisors, LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. He joined Verdence in 2017 after five years with HighTower Securities, LLC and Hightower Advisors. Outside of his advisory role, he is a partner in Hunt Valley Partners, an investment partnership for personal investment purposes. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis for discretionary portfolio management and offers specialized services such as family office support and tailored advice for professional athletes and entertainers.
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