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Chief Executive Officer · Verdence Capital Advisors, LLC

Leo J. Kelly

CRD 2872188 · 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 Leo J. Kelly on its Form ADV as Chief Executive Officer, a control person. The SEC filings also name Leo at 1 other registered adviser.

Firms and roles

AtlasMembers

Leo’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
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Thomas J. NewPresident, Verdence Capital Advisors, LLC
  • Kevin M. CuffChief Compliance Officer & Chief Operating Officer, 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 Leo’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.