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RIA / WealthAdvisorCertified Financial Planner38 years in industry

KELLY ROBERT WRIGHT

Advisor at VERDENCE CAPITAL ADVISORS, LLC

HUNT VALLEY, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:945b325c-6a22-7177-eaec-422a00e58a8a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 20, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VERDENCE CAPITAL ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 20, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Sep 20, 1988
First registration: Sep 20, 2011
Dual registered: no
Other names: KELLY R WRIGHT
IAPD individual key: 1830529

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VERDENCE CAPITAL ADVISORS, LLC	Independent wealth	Jun 24, 2022	n/a	yes	HUNT VALLEY, MD	Current employment
CW ADVISORS, LLC	Independent wealth	Apr 19, 2021	Apr 18, 2022	no	COLUMBIA, MD\|BOSTON, MA	Previous registration
PINNACLE ADVISORY GROUP, INC.	Former SEC adviser	Sep 28, 2016	May 17, 2021	no	COLUMBIA, MD	Previous registration
ARMSTRONG, FLEMING & MOORE, INC.	Independent wealth	Sep 20, 2011	Sep 1, 2016	no	WASHINGTON, DC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CW ADVISORS, LLC	VERDENCE CAPITAL ADVISORS, LLC	Apr 18, 2022	Jun 24, 2022	67	Firm change	RIA to RIA
PINNACLE ADVISORY GROUP, INC.	CW ADVISORS, LLC	May 17, 2021	Apr 19, 2021	-28	Firm change	RIA to RIA
ARMSTRONG, FLEMING & MOORE, INC.	PINNACLE ADVISORY GROUP, INC.	Sep 1, 2016	Sep 28, 2016	27	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
107757:310873:MD:2021-05-17	May 17, 2021	Apr 19, 2021	COLUMBIA, MD	Firm change

Relationships

Registered with (4)

→ VERDENCE CAPITAL ADVISORS, LLCRegistered adviserregistration: current employment
Jun 24, 2022 to presentfactForm ADV
→ CW ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 19, 2021 to Apr 18, 2022factForm ADV
→ PINNACLE ADVISORY GROUP, INC.Registered adviserregistration: previous registration
Sep 28, 2016 to May 17, 2021factForm ADV
→ ARMSTRONG, FLEMING & MOORE, INC.Registered adviserregistration: previous registration
Sep 20, 2011 to Sep 1, 2016factForm ADV

Dated events

Occurred
Apr 18, 2022
Advisor changed firm
Kelly Robert Wright left Cw Advisors, Llc for Verdence Capital Advisors, Llc (registered 2022-06-24)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:945b325c-6a22-7177-eaec-422a00e58a8a
First observed: Sep 20, 2011
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KELLY ROBERT WRIGHT

Advisor at VERDENCE CAPITAL ADVISORS, LLC

HUNT VALLEY, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:945b325c-6a22-7177-eaec-422a00e58a8a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:02 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

VERDENCE CAPITAL ADVISORS, LLC

Independent wealth

Jun 24, 2022

n/a

yes

HUNT VALLEY, MD

Current employment

CW ADVISORS, LLC

Independent wealth

Apr 19, 2021

Apr 18, 2022

COLUMBIA, MD|BOSTON, MA

Previous registration

PINNACLE ADVISORY GROUP, INC.

Former SEC adviser

Sep 28, 2016

May 17, 2021

COLUMBIA, MD

Previous registration

ARMSTRONG, FLEMING & MOORE, INC.

Independent wealth

Sep 20, 2011

Sep 1, 2016

WASHINGTON, DC

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CW ADVISORS, LLC

VERDENCE CAPITAL ADVISORS, LLC

Apr 18, 2022

Jun 24, 2022

Firm change

RIA to RIA

PINNACLE ADVISORY GROUP, INC.

CW ADVISORS, LLC

May 17, 2021

Apr 19, 2021

-28

Firm change

RIA to RIA

ARMSTRONG, FLEMING & MOORE, INC.

PINNACLE ADVISORY GROUP, INC.

Sep 1, 2016

Sep 28, 2016

Firm change

Other

Team

Left

Joined

From

Kind

107757:310873:MD:2021-05-17

May 17, 2021

Apr 19, 2021

COLUMBIA, MD

Firm change