VERITY INVESTMENT PARTNERS

Legal name: VERITY AND VERITY, LLC

CRD 119630File 801-63829

APPROVED

Retail clients

Custody

Filing as of Mar 18, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.40B

Above cohort median (national)

Discretionary AUM

$1.40B

Non-discretionary $2.8M

Clients

472

1,101 accounts

Employees

Top 25% of cohort in SC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Jan 14, 2005
Principal office: 2015 BOUNDARY STREET, 2ND FLOOR, BEAUFORT, SC, 29902
Phone: 843-379-6661
Website: HTTP://WWW.VERITYVIP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.40B
Discretionary AUM: $1.40B
Non-discretionary AUM: $2.8M
Discretionary accounts: 1,094
Non-discretionary accounts: 7
Total accounts: 1,101
AUM per client: $3.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	8	$55.5M
Charitable organizations	5	$37.0M
High net worth individuals	264	$213.1M
Pension and profit sharing plans	Fewer than 5	$5.7M
Individuals (other than high net worth individuals)	195	$1.09B

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.