Chief Compliance Officer & Chief Operating Officer · Verdence Capital Advisors, LLC
Kevin M. Cuff
CRD 3274631 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Verdence Capital Advisors, LLC, an SEC-registered wealth manager based in Hunt Valley, MD with $4.6 billion in regulatory assets, lists Kevin M. Cuff on its Form ADV as Chief Compliance Officer & Chief Operating Officer, a control person. The SEC filings also name Kevin at 1 other registered adviser.
Firms and roles
- Verdence Capital Advisors, LLCChief Compliance Officer & Chief Operating OfficerWealth manager · Hunt Valley, MD · $4.6B in regulatory assets
- Independent Access Partners, LLCChief Compliance OfficerPrivate fund adviser · Hunt Valley, MD · $257M in regulatory assets
AtlasMembers
Kevin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Leo J. KellyChief Executive Officer, Verdence Capital Advisors, LLC
- Thomas J. NewPresident, Verdence Capital Advisors, LLC
- Matthew A AndrulotElected Manager, Executive Director, Independent Access Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kevin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.