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VERITY INVESTMENT PARTNERS
VERITY AND VERITY, LLC
CRD 119630 · SEC 801-63829
2015 BOUNDARY STREET, 2ND FLOOR, BEAUFORT, SC, 29902, United States
Phone
843-379-6661
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.40B
Discretionary AUM
$1.40B
Team
16 total employees; 13 advisory reps; 25 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)SUB ADIVSORY SERVICES TO OTHER INVESTMENT ADVISERS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 195 | $1.09B |
| High net worth individuals | 264 | $213.1M |
| Charitable organizations | 5 | $37.0M |
| Corporations/business entities | 8 | $55.5M |
States served
CA, CO, DE, GA, IL, LA, MD, MA, MI, MN, NJ, NY, NC, OH, PA, SC, TN, VA, WI, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD