VERATIS ADVISORS, INC.

RIASEC RegisteredEst. 2002

Total AUM

$6B

Discretionary

$383M

6% of AUM

Avg account

$10.3M

Accounts

582

Employees

Advisory reps

Firm details

Headquarters: CARY, North Carolina
CRD number: 117892
Registered since: January 18, 2002
Website: www.veratisadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans92.64%
HNWI6.38%
State / Municipal Government0.96%
Individuals0.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Veratis Advisors, Inc. is an independent registered investment adviser that serves both high-net-worth individuals and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and client education through publications and seminars. Fee arrangements include percentage-of-AUM, hourly charges and fixed fees. Investment activity is concentrated in publicly offered pooled products: the firm favors public funds and mutual funds as the primary vehicle for client portfolios. It also allocates to third‑party hedge funds when appropriate for client objectives. Veratis is not an active ESG investor, does not operate as a capital allocator, and maintains a mix of discretionary and non‑discretionary engagements, with the bulk of assets held in non‑discretionary arrangements.