Esmont, VA Office

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.