Verity Investment Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Beaufort, SC. Its latest Form ADV filing, dated March 18, 2026, reports $1.4B in regulatory assets under management, 16 employees, 4 offices, and 1,101 accounts.
Assets Under Management
$1.4B
Employees
16
Offices
4 offices
Total Clients
472
Primary office
BEAUFORT, SC
2015 BOUNDARY STREET, 2ND FLOOR, BEAUFORT, SC, United States
Top client segmentHNWI represent 55.9% of total clients.
Top client categories% of clientsClients
1
HNWI
55.9%
264
2
Individuals
41.3%
195
3
Corporations
1.7%
8
4
Charitable
1.1%
5
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 18, 2026
Discretionary99.8%
$1.4B
100% of total RAUM99.8%
Non-discretionary0.2%
$3M
0% of total RAUM0.2%
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$1.4B
Total Accounts1,101
10Y AUM Change+$1.1B (+334.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee30:1
10Y Employee Change+9 (+128.6%)
* 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.