Veratis Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Cary, NC. Its latest Form ADV filing, dated March 31, 2026, reports $6.0B in regulatory assets under management, 8 employees, and 582 accounts.
Assets Under Management
$6.0B
Employees
8
Offices
--
Total Clients
105
Primary office
CARY, NC
1400 CRESCENT GREEN, SUITE 110, CARY, NC, United States
Top client segmentHNWI represent 81.0% of total clients.
Top client categories% of clientsClients
1
HNWI
81.0%
85
2
Pension Plans
15.2%
16
3
Individuals
2.9%
3
4
Government
1.0%
1
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.0Bas of March 31, 2026
Discretionary6.4%
$383M
6% of total RAUM6.4%
Non-discretionary93.6%
$5.6B
94% of total RAUM93.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$6.0B
Total Accounts582
10Y AUM Change+$6.0B (+26148.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee13:1
10Y Employee Change+1 (+14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.