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VERITY ASSET MANAGEMENT
VERITY ASSET MANAGEMENT, INC.
CRD 158667 · SEC 801-66730
280 S MANGUM ST, STE 550, DURHAM, NC, 27701-3676, United States
Phone
919-490-6717
Fax
919-489-8939
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.15B
Discretionary AUM
$1.15B
Team
77 total employees; 54 advisory reps; 5 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-05
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Pension consultingSelection of other advisersADMINISTRATIVE SERVICES FOR ADVISORS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5602 | $411.7M |
| High net worth individuals | 201 | $434.2M |
| Investment companies | 1 | $91.0M |
| Pension/profit sharing plans | 17 | $31.4M |
| Other investment advisers | 14 | $185.8M |
| Corporations/business entities | 3 | $214K |
States served
VT, AL, AZ, CA, CO, DE, DC, GA, IL, IN, IA, KY, LA, MD, MA, MI, NV, NJ, NM, NY, NC, OH, OK, PA, SC, TN, UT, VA, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD