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Charles Holt

Verdence Capital Advisors, LLC
37 Years of Experience
Alexandria, VA
3 Disclosures
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Charles Holt is a registered investment advisor at Verdence Capital Advisors, LLC, based in Alexandria, VA, with 37 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Business Owners, Corporate Executives, Estate Planning, and 6 more. Their firm serves 1,876 clients with $4.6B in assets under management.

Verdence Capital Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
44 advisors
Number of Clients
1,876 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$4.6B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.75%
$10.0M - $25.0M0.65%
$25.0M - $50.0M0.55%
$50.0M - $100.0M0.45%
$100M+0.30%

Fees are negotiable. Legacy clients and certain family office clients may be subject to different fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

44 Canal Center Plaza Suite 550, Alexandria, VA, 22314

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2021
Settled
Customer Dispute
March 2020
Settled
Customer Dispute
May 1995
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Charles is a partner in Hunt Valley Partners, an investment partnership, since 2017. He dedicates minimal time to this activity and is strictly an investor for personal purposes only.

Employment History
Current Registrations
Verdence Capital Advisors, LLC
June 2017 - Present · 9 yrs 4 mos
Previous Registrations
Hightower Securities, LLCBroker
March 2012 - June 2017 · 5 yrs 3 mos
Hightower Advisors, LLC
March 2012 - June 2017 · 5 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 1994 - March 2012 · 17 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1989 - March 2012 · 22 yrs 10 mos
State Registrations1 state
VA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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