Charles Stephen Holt
Investment adviser representative at Verdence Capital Advisors, LLC
14 yearsExperience
1 stateRegistered in
$4.6BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Verdence Capital Advisors, LLCJun 2017 to now
- Hightower Advisors, LLCMar 2012 to Jun 2017
- Hightower Securities, LLCMar 2012 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1991
State registrations
Registered as an investment adviser representative in 1 state (VA).
Verdence Capital Advisors, LLC
$4.6BAssets managed
1,876Clients
46Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1943440
- Firm CRD
- 288512