Leo Joseph Kelly
Chief Executive OfficerVerdence Capital Advisors, LLCCRD 2872188
About Leo Joseph Kelly
Leo Joseph Kelly is listed as Chief Executive Officer at Verdence Capital Advisors, LLC in Hunt Valley, MD. Form ADV reports a beneficial ownership band of Under 5%. Leo Joseph Kelly is associated with 4 registered advisers.
Reported ownership
Owns Under 5% of Verdence Capital Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Leo Joseph Kelly work?
Leo Joseph Kelly is listed as Chief Executive Officer at Verdence Capital Advisors, LLC on SEC Form ADV.
How much of Verdence Capital Advisors, LLC does Leo Joseph Kelly own?
Form ADV reports a beneficial ownership band of Under 5%.
Verdence Capital Advisors, LLC
| Title | Chief Executive Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2017 |
Independent Access Partners, LLC
| Title | Managing Member |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2019 |
Verdence Capital Advisors, LLC
| Title | Member |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2026 |
Independent Access Partners, LLC
| Title | Manager |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2014 |