Verum Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated March 16, 2026, reports $1.0B in regulatory assets under management, 17 employees, 1 office, and 1,560 accounts.
Assets Under Management
$1.0B
Employees
17
Offices
1 office
Total Clients
405
Primary office
CHARLOTTE, NC
2333 RANDOLPH ROAD, SUITE 250, CHARLOTTE, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.7% of total clients.
Top client categories% of clientsClients
1
HNWI
67.7%
274
2
Individuals
21.5%
87
3
Corporations
6.4%
26
4
Pension Plans
4.4%
18
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of March 16, 2026
Discretionary83.7%
$849M
84% of total RAUM83.7%
Non-discretionary16.3%
$165M
16% of total RAUM16.3%
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$1.0B
Total Accounts1,560
10Y AUM Change+$1.0B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee24:1
10Y Employee Change+12 (+240.0%)
* 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.