← Directory
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 Oct 1, 2026
Regulatory AUM
$1.40B
Above cohort median (national)
Discretionary AUM
$1.40B
Non-discretionary $2.8M
Clients
472
1,101 accounts
Employees
16
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.verityim.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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 15 | 16 | increased by1 |
| Apr 1, 2026 | Clients | 440 | 472 | increased by32 |
| Apr 1, 2026 | AUM | $1,205,925,960 | $1,399,603,461 | increased by$193,677,501 |
| Apr 1, 2026 | Accounts | 993 | 1,101 | increased by108 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 15 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 323 | 440 | increased by117 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $742,727,258 | $1,205,925,960 | increased by$463,198,702 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 589 | 993 | increased by404 |
| Apr 1, 2022 | Employees | 11 | 10 | decreased by1 |
| Apr 1, 2022 | Clients | 292 | 323 | increased by31 |
| Apr 1, 2022 | AUM | $561,327,400 | $742,727,258 | increased by$181,399,858 |
| Apr 1, 2022 | Accounts | 530 | 589 | increased by59 |
| Aug 1, 2021 | Employees | 10 | 11 | increased by1 |
| 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 “VERITY INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VERITY INVESTMENT” 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.