Verity Investment Partners

RIASEC RegisteredEst. 2005
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$1.3M
Accounts
1,101
Employees
16
Advisory reps
12

Firm details

Headquarters
Beaufort, South Carolina
CRD number
119630
Registered since
January 14, 2005
Website
www.verityim.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals77.76%
  • HNWI15.22%
  • Corporations / Businesses3.96%
  • Charitable Organizations2.64%
  • Pension & Profit Sharing Plans0.41%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Verity Investment Partners is an independent registered investment adviser formed as an LLC and registered with the SEC since 2005. The firm serves both individual/family and institutional clients and charges clients on a percentage-of-assets and fixed-fee basis. Its advisory scope includes financial planning and discretionary portfolio management for individuals, small businesses, and organizations. Verity does not characterize itself as an active ESG investor, does not act as a capital allocator, and does not provide pension-consulting services. The firm was named among the Financial Times’ Top 300 RIA Firms in 2020.

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 91%, Cash & Cash Equivalents 4%, Investment Grade Corp Bonds 2%, Public Funds/Mutual Funds 2%, State & Local Bonds 1%91%
  • Exchange Traded Equities91%
  • Cash & Cash Equivalents4%
  • Investment Grade Corp Bonds2%
  • Public Funds/Mutual Funds2%
  • State & Local Bonds1%

Owners & executives

3 of 3
  • Tanya Olvera

    Tanya Olvera

    Chief Compliance OfficerCRD 6108434

  • Michael Nix

    Michael Nix

    President, Chief Investment OfficerCRD 2627320

  • Paula Verity

    Paula Verity

    Chief Compliance OfficerCRD 4771705

Contacts

3 of 9
  • Jonathan Verity

    Jonathan Verity

    Managing DirectorCRD 3012594

  • Keith Bosco

    Keith Bosco

    TraderCRD 4879935

  • Charles Anderson

    Charles Anderson

    Executive ChairmanCRD 1294479

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 16

Active vs passive

$17.9M in ETFs

Passive

35%

$6.3M

Active

0%

$11.6M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD HIGH DIVIDEND YIELD INDEX FUND (VYM)Vanguard$8.6M54,43748.12%
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Location

Primary office

Beaufort, SC

Beaufort

Location

Beaufort, SC

Headquartered in Beaufort, SC, in the South of the United States.

Region
South
County
Beaufort
Address
2015 Boundary St
Time zone
ET (UTC-5)
Office locations

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