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 a limited liability company and SEC-registered in 2018. The firm serves individual and family clients alongside some institutional relationships, with core services focused on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include both percentage-of-AUM billing and fixed-fee engagements. Verisail is not positioned as an ESG-driven manager and does not present itself as a multi-state adviser or a dedicated capital allocator.
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
Bradford Gilliam
Financial AdvisorCRD 7840024
Tracie Handberg
Financial Adviser, Financial PlannerCRD 7296688
Taylor Stanfill
Partner, Financial AdvisorCRD 5865559
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$263M in ETFs
1%
$1.6M
99%
$261M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $96.6M | 2,176,870 | 36.73% |
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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