Firm profile

Verity Investment Partners

BEAUFORT, SCCRD 119630Registration Status: ApprovedEffective since January 14, 2005SEC # 801-63829Latest ADV March 18, 2026

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, 5 offices, and 1,101 accounts.

Assets Under Management

$1.4B

Employees

Offices

5 offices

Total Clients

472

Associated firm names

4 names listed

VERITAS ASSET MANAGEMENT, LLC
VERITY INVESTMENT PARTNERS
VERITY INVESTMENT MANAGEMENT
VERITY AND VERITY, LLC

Leadership

2 roles identified

CCOTanya M. Olvera

CFOPaula M. Verity

Advisory services offered

4 types reported

Financial Planning Services

Other advisory services

Portfolio management for businesses

Fee models offered

2 types reported

Asset based fees

Fixed fees

Offices & Contact

Primary office

BEAUFORT, South Carolina, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

View locations

South Carolina

BEAUFORTPrimary office · BLUFFTON

Texas

SAN ANTONIO

3 office records listed · 5 total offices reported. 2 additional office addresses are undisclosed and are not mapped. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Phone843-379-6661 WebsiteVisit website LinkedInView profile

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.

Client Coverage Demographics

Top client segmentHNWI represent 55.9% of total clients.

Top client categories% of clientsClients

HNWI

55.9%

264

Individuals

41.3%

195

Corporations

1.7%

Charitable

1.1%

Categories with <5 clients

Pension and profit sharing plans<5 clients

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.4B

Total Accounts1,101

10Y AUM Change+$1.1B (+334.7%)

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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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%

VERITY FAMILY VENTURES, INC.Direct owner · Schedule AInterest in VERITY INVESTMENT PARTNERS

50% to < 75%

AFP LEGACY LTD.Direct owner · Schedule AInterest in VERITY INVESTMENT PARTNERS

10% to < 25%

INVICTUS INVESTMENT CORPORATIONDirect owner · Schedule AInterest in VERITY INVESTMENT PARTNERS

5% to < 10%

WILLIAM WYMOND VERITYDirect owner · Schedule AInterest in VERITY INVESTMENT PARTNERS

< 5%

CHARLES COLLINS ANDERSONIndirect owner · Schedule BInterest in AFP LEGACY LTD.

75%+

MICHAEL WAYNE NIXIndirect owner · Schedule BInterest in INVICTUS INVESTMENT CORPORATION

75%+

WILLIAM WYMOND VERITYIndirect owner · Schedule BInterest in VERITY FAMILY VENTURES, INC.

50% to < 75%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Verity Investment Partners.

Reported ownership and control details

Form ADV · Filing date 2026-03-18 · Schedules A and B

9 entries

#	Owner / person & role	Interest in entity	Reported interest	Control person	Title / status acquired	Source
1	WILLIAM WYMOND VERITYMANAGING MEMBER/PRESIDENT/DIRECTORIndividual	VERITY INVESTMENT PARTNERS	Less than 5%Code NA	Yes	MANAGING MEMBER/PRESIDENT/DIRECTOR02/2002	Schedule APDF page 22
2	PAULA MURRAY VERITYCHIEF FINANCIAL OFFICERIndividual	VERITY INVESTMENT PARTNERS	Less than 5%Code NA	Yes	CHIEF FINANCIAL OFFICER03/2023	Schedule APDF page 22
3	INVICTUS INVESTMENT CORPORATIONMEMBERDomestic entity	VERITY INVESTMENT PARTNERS	5% to less than 10%Code A	No	MEMBER02/2018	Schedule APDF page 22
4	AFP LEGACY LTD.MEMBERDomestic entity	VERITY INVESTMENT PARTNERS	10% to less than 25%Code B	No	MEMBER10/2013	Schedule APDF page 22
5	VERITY FAMILY VENTURES, INC.MEMBERDomestic entity	VERITY INVESTMENT PARTNERS	50% to less than 75%Code D	Yes	MEMBER03/2023	Schedule APDF page 22
6	TANYA MICHELLE OLVERACHIEF COMPLIANCE OFFICERIndividual	VERITY INVESTMENT PARTNERS	Less than 5%Code NA	No	CHIEF COMPLIANCE OFFICER11/2023	Schedule APDF page 22
7	CHARLES COLLINS ANDERSONSHAREHOLDERIndividual	AFP LEGACY LTD.	75% or moreCode E	Yes	SHAREHOLDER10/2013	Schedule BPDF page 22
8	MICHAEL WAYNE NIXSHAREHOLDERIndividual	INVICTUS INVESTMENT CORPORATION	75% or moreCode E	Yes	SHAREHOLDER04/2019	Schedule BPDF page 22
9	WILLIAM WYMOND VERITYSHAREHOLDERIndividual	VERITY FAMILY VENTURES, INC.	50% to less than 75%Code D	Yes	SHAREHOLDER03/2023	Schedule BPDF page 22

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 3/18/2026 9:57:27 AM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo

AFelonies2 No

In the past ten years, have you or any advisory affiliate:

A1Been convicted of or pleaded guilty or no contest to a felony?No
A2Been charged with a felony?No

BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
B2Been charged with a misdemeanor of the kind listed above?No

CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

C1Found you or an advisory affiliate made a false statement or omission?No
C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No

DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No

ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

E1Found you or an advisory affiliate made a false statement or omission?No
E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No

FProfessional authorizations1 No

FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No

GPending regulatory proceedings1 No

GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No

HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.