Verity Asset Management is an SEC registered investment adviser organized as a corporation with a primary office location in Durham, NC. Its latest Form ADV filing, dated March 31, 2026, reports $1.2B in regulatory assets under management, 77 employees, 10 offices, and 7,603 accounts.
Assets Under Management
$1.2B
Employees
77
Offices
10 offices
Total Clients
5,838
Primary office
DURHAM, NC
280 S MANGUM ST, STE 550, DURHAM, NC, United States
Top client segmentIndividuals represent 96.0% of total clients.
Top client categories% of clientsClients
1
Individuals
96.0%
5,602
2
HNWI
3.4%
201
3
Pension Plans
0.3%
17
4
Other Advisers
0.2%
14
5
Corporations
0.1%
3
Additional categories (<0.1%)
Investment Cos.<5 clients
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 31, 2026
Discretionary100.0%
$1.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.2B
Total Accounts7,603
10Y AUM Change+$719M (+165.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees77
Clients per Employee76:1
10Y Employee Change+46 (+148.4%)
* 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.