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Charles Stephen Holt

MemberVerdence Capital Advisors, LLCCRD 1943440

About Charles Stephen Holt

Charles Stephen Holt is listed as Member at Verdence Capital Advisors, LLC in Hunt Valley, MD. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Verdence Capital Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Charles Stephen Holt work?

Charles Stephen Holt is listed as Member at Verdence Capital Advisors, LLC on SEC Form ADV.

How much of Verdence Capital Advisors, LLC does Charles Stephen Holt own?

Form ADV reports a beneficial ownership band of 5-10%.

Verdence Capital Advisors, LLC

TitleMember
Ownership5-10%
Control personYes
Since2017
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