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Matthew James Moore

Verdence Capital Advisors, LLC

Hunt Valley, MD

CRD 8258491

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Employer firm

Verdence Capital Advisors, LLC CRD 288512

$4.63B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Verdence Capital Advisors, Llc

50 Schilling Road Suite 300, Hunt Valley, MD 21031 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-06-06
  • MD RA
    APPROVED
    Since 2026-06-06

Branch Locations

50 Schilling Road Suite 300, Hunt Valley, MD 21031 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Verdence Capital Advisors Llc Hunt Valley MD 03/2026 Present
Kpmg Llp Baltimore MD 10/2024 02/2026
Loyola University Maryland Baltimore MD 10/2023 04/2024
Kpmg Llp Baltimore MD 06/2023 08/2023
Stepstone Group Owings Mills MD 06/2022 08/2022
Greenspring Associates Owings Mills MD 07/2021 08/2021
Baltimore Country Club Baltimore MD 06/2019 10/2021
Loyola Blakefield High School Towson MD 09/2015 06/2019
Loyola University Maryland Baltimore MD 09/2019 08/2024
  • 03/2026 → Present
    Hunt Valley, MD
  • 10/2024 → 02/2026
    Kpmg Llp
    Baltimore, MD
  • 10/2023 → 04/2024
    Loyola University Maryland
    Baltimore, MD
  • 06/2023 → 08/2023
    Kpmg Llp
    Baltimore, MD
  • 06/2022 → 08/2022
    Stepstone Group
    Owings Mills, MD
  • 07/2021 → 08/2021
    Greenspring Associates
    Owings Mills, MD
  • 06/2019 → 10/2021
    Baltimore Country Club
    Baltimore, MD
  • 09/2015 → 06/2019
    Loyola Blakefield High School
    Towson, MD
  • 09/2019 → 08/2024
    Loyola University Maryland
    Baltimore, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-05
  • S65 Uniform Investment Adviser Law Examination
    2026-06-05

View on SEC IAPD

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