⌕
Firm profile

Verity Investment Partners

BEAUFORT, SCCRD 119630Latest 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, 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
ADV Item 1F location record

Contact and digital presence

ADV profile links

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
Sources checked May 15, 2026

Client Coverage Demographics

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.

Total 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%)

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.

* 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.