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VERATIS ADVISORS, INC.
CRD 117892File 801-60849
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.