Wealth Manager
    SEC Registered
    Manages Private Funds

    Verity Investment Partners

    Registered investment advisor · Beaufort, South Carolina · CRD #119630

    Assets Under Management
    $1.4B
    Client Accounts
    1,101
    Employees
    16
    CRD Number
    119630
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Verity Investment Partners

    Verity Investment Partners is an SEC-registered investment advisory firm founded in 2002, offering fee-only wealth management and investment services with a holistic approach. It has offices in South Carolina and serves individual investors nationwide.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Verity Investment Partners

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    Frequently Asked Questions

    What is Verity Investment Partners's AUM?

    Verity Investment Partners reports approximately $1.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Verity Investment Partners headquartered?

    Verity Investment Partners is headquartered in Beaufort, South Carolina.

    What is Verity Investment Partners's CRD number?

    Verity Investment Partners's CRD number is 119630. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Verity Investment Partners manage?

    Verity Investment Partners manages approximately 1,101 client accounts according to its latest SEC filing.

    Is Verity Investment Partners SEC registered?

    Yes, Verity Investment Partners is registered with the SEC as an investment adviser with an approved registration status.

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