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VERATIS ADVISORS, INC.
CRD 117892File 801-60849
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.99B
Top 25% of cohort (national)
Discretionary AUM
$383.2M
Non-discretionary $5.61B
Clients
105
582 accounts
Employees
8
Top 10% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jan 18, 2002
- Principal office
- 1400 CRESCENT GREEN, SUITE 110, CARY, NC, 27518-8118
- Phone
- 919-460-8875
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.99B
- Discretionary AUM
- $383.2M
- Non-discretionary AUM
- $5.61B
- Discretionary accounts
- 552
- Non-discretionary accounts
- 30
- Total accounts
- 582
- AUM per client
- $57.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 85 | $382.5M |
| Pension and profit sharing plans | 16 | $5.55B |
| State or municipal government entities | Fewer than 5 | $57.7M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $696K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 101 | 105 | increased by4 |
| Apr 1, 2026 | AUM | $4,478,828,516 | $5,994,203,169 | increased by$1,515,374,653 |
| Apr 1, 2026 | Accounts | 431 | 582 | increased by151 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 8 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 68 | 101 | increased by33 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,981,673,216 | $4,478,828,516 | increased by$497,155,300 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 400 | 431 | increased by31 |
| Apr 1, 2022 | Clients | 63 | 68 | increased by5 |
| Apr 1, 2022 | AUM | $136,088,263 | $3,981,673,216 | increased by$3,845,584,953 |
| Apr 1, 2022 | Accounts | 261 | 400 | increased by139 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VERATIS ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VERATIS ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.