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VERATIS ADVISORS, INC.
CRD 117892 · SEC 801-60849
1400 CRESCENT GREEN, SUITE 110, CARY, NC, 27518-8118, United States
Phone
919-460-8875
Fax
919-803-7842
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.99B
Discretionary AUM
$383.2M
Team
8 total employees; 4 advisory reps; 5 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $696K |
| High net worth individuals | 85 | $382.5M |
| Pension/profit sharing plans | 16 | $5.55B |
| State/municipal entities | 1 | $57.7M |
States served
LA, NC, VA
All web addresses on file
Official SEC filing: View on IAPD