Hedge Fund Database

VERITY INVESTMENT PARTNERS

VERITY AND VERITY, LLC Legal Name

Adviser information for VERITY INVESTMENT PARTNERS last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location South Carolina, United States

Employees

Total Number of Employees 13
Investment Advisory/Research 11
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 11
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 4

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 823 $930.9M
Non-Discretionary 7 $7.9M
Total 830 $938.8M

Clients

Type Number RAUM
Individuals 151 $91.3M
HNW Individuals 269 $789.2M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 8 $44.4M
Charitable organizations 5 $13.8M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesSUB ADIVSORY SERVICES TO OTHER INVESTMENT ADVISERS
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-63829
SEC ERA File Number 801-63829
SEC CIK Numbers 1542108
SEC CRD Numbers 119630
Legal Entity Identifier None

Principal Office

2015 BOUNDARY STREET
2ND FLOOR
BEAUFORT
SC
United States
Monday - Friday, 8:30 AM - 4:30 PM
Tel: 843-379-6661, Fax: None

Websites

www.verityvip.com www.linkedin.com/company/verity-investment-partners/ www.verityim.com/

Chief Compliance Officer

TANYA OLVERA
36 W. PIKE STREET
2ND FLOOR
COVINGTON
KY
United States
Tel: 859-600-1434
(Full email address available in API data)

Regulatory Contact

PAULA VERITY
CHIEF FINANCIAL OFFICER
2015 BOUNDARY STREET
2ND FLOOR
BEAUFORT
SC
United States
Tel: 843-379-6661
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
AFP LEGACY LTD. Domestic Entity – MEMBER 10/2013 10-25%
VERITY, WILLIAM, WYMOND Individual – MANAGING MEMBER/PRESIDENT/DIRECTOR 02/2002 < 5%
VERITY, PAULA, MURRAY Individual – CHIEF FINANCIAL OFFICER 03/2023 < 5%
INVICTUS INVESTMENT CORPORATION Domestic Entity – MEMBER 02/2018 5-10%
ANDERSON, CHARLES, COLLINS Individual AFP LEGACY LTD. SHAREHOLDER 10/2013 > 75%
NIX, MICHAEL, WAYNE Individual INVICTUS INVESTMENT CORPORATION SHAREHOLDER 04/2019 > 75%
VERITY FAMILY VENTURES, INC. Domestic Entity – MEMBER 03/2023 50-75%
VERITY, WILLIAM, WYMOND Individual VERITY FAMILY VENTURES, INC. SHAREHOLDER 03/2023 > 75%
OLVERA, TANYA, MICHELLE Individual – CHIEF COMPLIANCE OFFICER 11/2023 < 5%

No. Employees, Historic

2010020192020202120222023202420259 on 6/12/20199 on 8/5/20199 on 3/19/20209 on 3/19/20209 on 6/19/20209 on 1/7/202110 on 2/8/202110 on 3/16/202110 on 6/23/202110 on 6/24/202111 on 7/27/202111 on 9/2/202110 on 3/22/202210 on 4/4/202210 on 10/25/202213 on 3/7/202313 on 3/7/202313 on 3/27/202313 on 6/5/202313 on 7/26/202313 on 8/3/202313 on 9/18/202313 on 11/9/202313 on 3/27/2024

RAUM, Historic

1B500M02019202020212022202320242025415100000 on 6/12/2019415100000 on 8/5/2019563660619 on 3/19/2020563660619 on 3/19/2020563660619 on 6/19/2020563660619 on 1/7/2021563660619 on 2/8/2021561327400 on 3/16/2021561327400 on 6/23/2021561327400 on 6/24/2021561327400 on 7/27/2021561327400 on 9/2/2021742727258 on 3/22/2022742727258 on 4/4/2022742727258 on 10/25/2022840091368 on 3/7/2023840091368 on 3/7/2023840091368 on 3/27/2023840091368 on 6/5/2023840091368 on 7/26/2023840091368 on 8/3/2023840091368 on 9/18/2023840091368 on 11/9/2023938783926 on 3/27/2024

No. Clients, Historic

50025002019202020212022202320242025256 on 6/12/2019256 on 8/5/2019288 on 3/19/2020288 on 3/19/2020288 on 6/19/2020288 on 1/7/2021288 on 2/8/2021292 on 3/16/2021292 on 6/23/2021292 on 6/24/2021292 on 7/27/2021292 on 9/2/2021323 on 3/22/2022323 on 4/4/2022323 on 10/25/2022375 on 3/7/2023375 on 3/7/2023375 on 3/27/2023375 on 6/5/2023375 on 7/26/2023375 on 8/3/2023375 on 9/18/2023375 on 11/9/2023433 on 3/27/2024

Holdings

From latest 13F, filed September 16th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 5M 51K 0
ALGONQUIN PWR UTILS CORP COM 59K 10K 0
AMAZON COM INC COM 246K 1K 0
AMERICAN EXPRESS CO COM 434K 2K 0
AMERICAN FINL GROUP INC OHIO COM 1M 10K 0
AMGEN INC COM 26M 82K 0
APPLE INC COM 24M 116K 0
ARCHER DANIELS MIDLAND CO COM 9M 151K 0
AUTOMATIC DATA PROCESSING IN COM 386K 2K 0
BANK AMERICA CORP COM 857K 22K 0
BECTON DICKINSON CO COM 3M 15K 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 2M 4K 0
CANADIAN NATL RY CO COM 474K 4K 0
CATERPILLAR INC COM 330K 990 0
CHEVRON CORP NEW COM 26M 165K 0
CINCINNATI FINL CORP COM 10M 84K 0
COCA COLA CO COM 3M 40K 0
CONSOLIDATED EDISON INC COM 364K 4K 0
CORNING INC COM 24M 614K 0
CUMMINS INC COM 9M 33K 0
DIGITAL RLTY TR INC COM 263K 2K 0
DISCOVER FINL SVCS COM 529K 4K 0
ECOLAB INC COM 276K 1K 0
EMERSON ELEC CO COM 370K 3K 0
ENTERPRISE PRODS PARTNERS L COM 2M 85K 0
FACTSET RESH SYS INC COM 307K 751 0
GALLAGHER ARTHUR J CO COM 10M 39K 0
GENUINE PARTS CO COM 12M 88K 0
GILEAD SCIENCES INC COM 24M 346K 0
HERSHEY CO COM 9M 50K 0
HOME DEPOT INC COM 6M 17K 0
ILLINOIS TOOL WKS INC COM 186K 785 0
INTERNATIONAL BUSINESS MACHS COM 17M 97K 0
ISHARES TR CORE SP500 ETF 262K 478 0
ISHARES TR CORE SP US GWT 345K 3K 0
JOHNSON JOHNSON COM 13M 89K 0
KLA CORP COM NEW 568K 689 0
LAM RESEARCH CORP COM 367K 345 0
LOCKHEED MARTIN CORP COM 16M 34K 0
LOWES COS INC COM 7M 33K 0
MSC INDL DIRECT INC CL A 5M 60K 0
MICROSOFT CORP COM 29M 64K 0
NASDAQ INC COM 418K 7K 0
NNN REIT INC COM 10M 227K 0
NEW MTN FIN CORP COM 122K 10K 0
NOVO NORDISK A S ADR 570K 4K 0
OGE ENERGY CORP COM 17M 484K 0
ONEOK INC NEW COM 20M 248K 0
PPG INDS INC COM 1M 11K 0
PEPSICO INC COM 10M 58K 0
PFIZER INC COM 15M 531K 0
PHILIP MORRIS INTL INC COM 2M 16K 0
PHILLIPS 66 COM 9M 61K 0
PINNACLE WEST CAP CORP COM 6M 85K 0
PROCTER AND GAMBLE CO COM 14M 83K 0
PRUDENTIAL FINL INC COM 19M 163K 0
QUALCOMM INC COM 15M 76K 0
ROPER TECHNOLOGIES INC COM 399K 707 0
SCHWAB STRATEGIC TR US LRG CAP ETF 314K 5K 0
SCHWAB STRATEGIC TR US MID CAP ETF 282K 4K 0
SCHWAB STRATEGIC TR 1000 INDEX ETF 364K 7K 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 449K 6K 0
SOUTHERN CO COM 15M 187K 0
STARBUCKS CORP COM 10M 131K 0
STATE STR CORP COM 13M 178K 0
SYSCO CORP COM 378K 5K 0
TEXAS INSTRS INC COM 18M 91K 0
THERMO FISHER SCIENTIFIC INC COM 677K 1K 0
UNILEVER PLC SPON ADR NEW 275K 5K 0
UNITED PARCEL SERVICE INC CL B 16M 119K 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 2M 10K 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 5M 42K 0
VICTORIAS SECRET AND CO COMMON STOCK 256K 14K 0
WALMART INC COM 1M 15K 0
WELLS FARGO CO NEW COM 297K 5K 0
RTX CORPORATION COM 24M 239K 0
TARGET CORP COM 16M 107K 0
ABBVIE INC COM 26M 154K 0
ALPHABET INC CAP STK CL C 465K 3K 0
ALTRIA GROUP INC COM 12M 253K 0
AMERIPRISE FINL INC COM 9M 22K 0
BCE INC COM NEW 13M 405K 0
BROADCOM INC COM 44M 27K 0
CARDINAL HEALTH INC COM 239K 2K 0
CISCO SYS INC COM 16M 329K 0
COMCAST CORP NEW CL A 10M 254K 0
COSTCO WHSL CORP NEW COM 1M 2K 0
CROWN CASTLE INC COM 9M 92K 0
ENBRIDGE INC COM 16M 456K 0
ENERGY TRANSFER L P COM UT LTD PTN 399K 25K 0
EXXON MOBIL CORP COM 16M 139K 0
META PLATFORMS INC CL A 332K 659 0
FEDEX CORP COM 252K 840 0
FIDELITY NATL INFORMATION SV COM 7M 87K 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 11M 216K 0
GLOBAL X FDS GLB X MLP ENRG I 2M 31K 0
JPMORGAN CHASE CO COM 22M 111K 0
KENVUE INC COM 248K 14K 0
MERCK CO INC COM 507K 4K 0
METLIFE INC COM 15M 212K 0
NEXTERA ENERGY INC COM 12M 172K 0
NVIDIA CORPORATION COM 503K 4K 0
ORACLE CORP COM 316K 2K 0
PROLOGIS INC COM 11M 97K 0
SKYWORKS SOLUTIONS INC COM 8M 77K 0
TRUIST FINL CORP COM 14M 364K 0
UNITEDHEALTH GROUP INC COM 681K 1K 0
VERIZON COMMUNICATIONS INC COM 11M 268K 0
VISA INC COM CL A 668K 3K 0
ACCENTURE PLC IRELAND SHS CLASS A 2M 5K 0
MEDTRONIC PLC SHS 13M 160K 0
TRANE TECHNOLOGIES PLC SHS 279K 849 0
LYONDELLBASELL INDUSTRIES N SHS A 10M 107K 0