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 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
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 3
Tanya Olvera
Chief Compliance OfficerCRD 6108434
Michael Nix
President, Chief Investment OfficerCRD 2627320
Paula Verity
Chief Compliance OfficerCRD 4771705
Contacts
3 of 9
Jonathan 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
$17.9M in ETFs
35%
$6.3M
0%
$11.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND (VYM) | Vanguard | $8.6M | 54,437 | 48.12% |
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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