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Kevin Cuff

Verdence Capital Advisors, LLC
24 Years of Experience
Hunt Valley, MD
1 Disclosure
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Kevin Cuff is a registered investment advisor at Verdence Capital Advisors, LLC, based in Hunt Valley, MD, with 24 years of industry experience. Kevin 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

50 Schilling Road, Suite 300, Hunt Valley, MD, 21031

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History

Regulatory History (1)
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
April 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Kevin is a coach at Gorillaz Fitness, dedicating about 10-20% of his time to this role since 2015. He is also a partner in Hunt Valley Partners, an investment partnership, but is strictly an investor and spends minimal time on this activity.

Employment History
Current Registrations
Verdence Capital Advisors, LLC
March 2019 - Present · 7 yrs 7 mos
Previous Registrations
Hightower Advisors, LLC
February 2012 - June 2017 · 5 yrs 4 mos
Hightower Securities, LLCBroker
February 2012 - June 2017 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2002 - February 2012 · 9 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2000 - February 2012 · 11 yrs 7 mos
Jefferson Pilot Securities CorporationBroker
September 1999 - December 1999 · 3 mos
State Registrations1 state
MD
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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