VERITY INVESTMENT PARTNERS
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
FINTRXOverview
Verity Investment Partners is an independent registered investment adviser formed in 2005 and organized as an LLC. The firm manages assets for individuals, families and institutional clients and offers financial planning and portfolio management for individuals, small businesses and institutions. Its fee arrangements include percentage-of-AUM billing and fixed-fee engagements. Verity does not identify as an active ESG investor in the available profile. The firm was named among the Financial Times’ Top 300 RIA Firms in 2020.
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 Equities91%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds2%
- Public Funds/Mutual Funds2%
- State & Local Bonds1%
Owners & executives
3 of 3TANYA OLVERA
Chief Compliance OfficerCRD 6108434
MICHAEL NIX
President, Chief Investment OfficerCRD 2627320
PAULA VERITY
Chief Compliance OfficerCRD 4771705
Contacts
3 of 9JONATHAN VERITY
Managing DirectorCRD 3012594
KEITH BOSCO
TraderCRD 4879935
CHARLES ANDERSON
Executive ChairmanCRD 1294479
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$17.3M in ETFs
37%
$6.3M
0%
$10.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND (VYM) | Vanguard | $8.2M | 55,383 | 47.51% |
Location
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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