Verisail Partners, LLC
Firm details
- Headquarters
- Chamblee, Georgia
- CRD number
- 153751
- Registered since
- August 7, 2018
- Website
- verisail.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals99.72%
- Pension & Profit Sharing Plans0.28%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Verisail Partners, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registration in 2018) and serves a mix of individual, family and institutional clients. Its primary advisory work centers on financial planning and portfolio management for individuals and small businesses. Fees are charged both as a percentage of assets under management and via fixed-fee arrangements. The firm identifies accountants among its industry affiliations. It does not flag itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Public Funds/Mutual Funds14%
- Cash & Cash Equivalents1%
Contacts
3 of 5
Taylor Stanfill
Partner, Financial AdvisorCRD 5865559
Scott Voigt
Partner, Financial AdvisorCRD 4993282
Thaddeus Gilliam
Partner, Financial AdvisorCRD 5502291
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$262M in ETFs
1%
$1.8M
99%
$260M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $96.5M | 2,170,136 | 36.85% |
Location
Chamblee, GA
Dekalb
Location
Chamblee, GA
Headquartered in Chamblee, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Dekalb
- Address
- 5256 Peachtree Rd
- Time zone
- ET (UTC-5)
- Office locations
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