VERUM PARTNERS LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 301058
- Registered since
- May 2, 2019
- Website
- verumpartnership.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI83.35%
- Corporations / Businesses10.45%
- Individuals2.95%
- Pension & Profit Sharing Plans2.3%
- Charitable Organizations0.96%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Verum Partners LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2019. The firm positions itself as a capital allocator for both individual/family and institutional clients, charging a mix of percentage-of-AUM fees and fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Verum does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds52%
- Exchange Traded Equities22%
- State & Local Bonds10%
- Cash & Cash Equivalents8%
- Other6%
Contacts
3 of 14Molly Bohrer
DirectorCRD 6918673
Charles Doran
Associate AdvisorCRD 7261273
DUSTIN BARR
Founding PartnerCRD 6529215
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 98Active vs passive
$453M in ETFs
57%
$259M
31%
$194M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD CORE TAX-EXEMPT BOND ETF (VCRM) | Vanguard | $45.3M | 602,359 | 10.00% |
Location
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 2333 Randolph Rd
- Time zone
- ET (UTC-5)
- Office locations
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