Wednesday, October 21, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAsWM $20B Modera Wealth Management Launches AI Operating Platform

Founding Partner, Chief Compliance Officer, Chief Operating Officer · Verum Partners LLC

Holly F. Skipper

CRD 5521278 · Named on Form ADV at one SEC-registered adviser

At a glance

Verum Partners LLC, an SEC-registered wealth manager based in Charlotte, NC with $1.0 billion in regulatory assets, lists Holly F. Skipper on its Form ADV as Founding Partner, Chief Compliance Officer, Chief Operating Officer, a control person.

Firms and roles

  • Verum Partners LLCFounding Partner, Chief Compliance Officer, Chief Operating OfficerWealth manager · Charlotte, NC · $1.0B in regulatory assets

AtlasMembers

Holly’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
Locked
Each firm’s assets and growth
Locked
Search and export owners by title, state and firm size
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • Oliver R. CrossFounding Partner, Senior Adviser, Verum Partners LLC
  • Abigail A. BennettFounding Partner, Adviser, Head of Strategic Initiatives, Verum Partners LLC
  • Dustin A. BarrFounding Partner, Senior Adviser, Verum Partners LLC
  • Robert C. GammonFounding Partner, Senior Adviser, Verum Partners LLC
  • Molly BohrerDirector of Client Partnerships & Director of Marketing, Verum Partners LLC

1 more person named with Holly on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Holly’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.