Todd D. Pence

VIRTERA PARTNERS LLC

Pepper Pike, OH 44124

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CRD#: 7326522

Professional summary

Todd David Pence, who also goes by Todd Pence, is a registered financial advisor currently at VIRTERA PARTNERS LLC located in Pepper Pike, Ohio.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Todd has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Todd Pence

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd David Pence's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 23, 2021 - Present

VIRTERA PARTNERS LLC

Office #1: 30100 Chagrin Blvd. Suite 380, Pepper Pike, OH 44124

RIA

CRD#: 308187

Pepper Pike, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VIRTERA PARTNERS LLC

ADCAP PARTNERS LLC | VIRTERA PARTNERS LLC

CRD#: 308187 / SEC#: 801-126022

RIA

Registered Investment Advisory firm - (7/1/2022 Approved)

Ohio

Registered Investment Advisory firm - (7/13/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(2/23/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

VIRTERA PARTNERS LLC

ADCAP PARTNERS LLC | VIRTERA PARTNERS LLC

CRD#: 308187 / SEC#: 801-126022

RIA

Registered Investment Advisory firm - (7/1/2022 Approved)

Ohio

Registered Investment Advisory firm - (7/13/2022 Terminated)

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Contact information

Main Address

30100 Chagrin Blvd. Suite 380, Pepper Pike, OH 44124

Mailing Address

Phone number

(216) 859-8800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VIRTERA PARTNERS LLC ADV BROCHURE (7/30/2025)

Regulatory assets under management

Total Number of Accounts	71
AUM (Assets Under Management)	$ 452,065,728

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Todd D. Pence

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd David Pence's CRS (Customer Relationship Summary).

Certified licenses

Experience

VIRTERA PARTNERS LLC

Primary Firm SEC Registration

VIRTERA PARTNERS LLC

State Registrations and Notice Filings

Exams

Current Firm

VIRTERA PARTNERS LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VIRTERA PARTNERS LLC

TRUST BUT VERIFY

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