VERUM PARTNERS LLC

CRD 301058File 801-115236

APPROVED

Retail clients

Custody

Filing as of Jul 13, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.01B

Above cohort median (national)

Discretionary AUM

$848.7M

Non-discretionary $165.4M

Clients

405

1,560 accounts

Employees

Above cohort median in NC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: May 2, 2019
Principal office: 2333 RANDOLPH ROAD, SUITE 250, CHARLOTTE, NC, 28207
Phone: (980) 771-3999
Website: http://verumpartnership.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.01B
Discretionary AUM: $848.7M
Non-discretionary AUM: $165.4M
Discretionary accounts: 1,215
Non-discretionary accounts: 345
Total accounts: 1,560
AUM per client: $2.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	26	$105.9M
Charitable organizations	Fewer than 5	$9.7M
High net worth individuals	274	$845.3M
Pension and profit sharing plans	18	$23.3M
Individuals (other than high net worth individuals)	87	$29.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
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 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.