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 first registered with the SEC in 2016. FINTRX classifies the entity as an investment bank rather than a discretionary asset manager or registered investment adviser. Ownership is listed as a combination of a domestic entity and an individual. Available records contain minimal operational detail: there are no reported descriptions of client segments, fee schedules, or advisory business lines. The firm is not identified as a capital allocator, does not report activity as an ESG-focused investor, and is not flagged as a multi-state adviser, pension consultant, or related adviser in the FINTRX entry.

Assets & Accounts

Investments & Alternatives

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

    Mary Josephs

    Founder and CEOCRD 5284807

Contacts

3 of 5
  • Matthew Anderson

    Matthew Anderson

    PrincipalCRD 6246800

  • Jacob Cravens

    Jacob Cravens

    Managing DirectorCRD 6765701

  • Carter Wideman

    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