VERIT ADVISORS CAPITAL MARKETS LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
170833
Registered since
February 8, 2016
Website
verit.com

Firm profile

FINTRX

Overview

Verit Advisors Capital Markets LLC is organized as a limited liability company and is classified in the dataset as an investment bank. The entity is SEC-registered (registration date listed as 2016) and is owned by a domestic combination of an entity and an individual. The record does not present a client roster or detailed advisory business lines; nor does it identify the firm as a capital allocator. The firm is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser in the available profile. Public disclosures in the source are sparse: there are no descriptions of fee schedules, specific advisory activities, or business verticals such as wealth management, investment advisory, or brokerage services. Given the investment bank classification and the absence of reported asset-management activity, the firm’s primary role appears oriented toward capital markets functions rather than running discretionary client portfolios, based on the information available.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • MARY JOSEPHS

    Founder and CEOCRD 5284807

Contacts

3 of 5
  • Matthew Anderson

    PrincipalCRD 6246800

  • Jacob Cravens

    Managing DirectorCRD 6765701

  • Carter Wideman

    AnalystCRD 8211411

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
181 W Madison St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth