Veritas Investment Advisory Group LLC

RIASEC Registered
Total AUM
$45.6M
Discretionary
$45.6M
100% of AUM
Avg account
$195K
Accounts
234
Employees
1
Advisory reps
1

Firm details

Headquarters
Hendersonville, North Carolina
CRD number
336821
Website
veritasiag.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals58.18%
  • HNWI41.82%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Veritas Investment Advisory Group LLC is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm combines fee-based portfolio management with financial planning and educational workshops, and it also operates as an insurance broker. Compensation comes primarily from a percentage-of-AUM schedule and from hourly charges. The adviser identifies as a capital allocator and provides manager selection services in addition to direct portfolio management. Veritas does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Exchange Traded Equities 98%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%98%
  • Exchange Traded Equities98%
  • Investment Grade Corp Bonds1%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Paul Mayes

    Paul Mayes

    President, Chief Compliance OfficerCRD 7325784

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Hendersonville, NC

Henderson

Location

Hendersonville, NC

Headquartered in Hendersonville, NC, anchoring the Asheville-Marion-Brevard, NC metro in the South.

Metro area
Asheville-Marion-Brevard, NC
Region
South
County
Henderson
Address
558 Fleming St
Time zone
ET (UTC-5)
Office locations

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