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Abraham Martin Miller

Investment adviser representative at Verdence Capital Advisors, LLC
20 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

20 years in the industry.

  1. Verdence Capital Advisors, LLCJun 2026 to now
  2. Heritage Financial ConsultantsJul 2023 to May 2026
  3. American Academy of Pediatric DentistryJan 2023 to Jun 2023
  4. UnemployedJun 2022 to Dec 2022
  5. Wake Forest UniversityAug 2018 to May 2022
  6. York Country Day SchoolAug 2006 to Jul 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (MD).

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
7791475
Firm CRD
288512
Advisor's SEC record (opens in a new tab)
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