Founding Partner, Senior Adviser · Verum Partners LLC
Oliver R. Cross
CRD 5837438 · 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 Oliver R. Cross on its Form ADV as Founding Partner, Senior Adviser, a control person.
Firms and roles
- Verum Partners LLCFounding Partner, Senior AdviserWealth manager · Charlotte, NC · $1.0B in regulatory assets
AtlasMembers
Oliver’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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2010 (15 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Oliver’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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)
- Abigail A. BennettFounding Partner, Adviser, Head of Strategic Initiatives, Verum Partners LLC
- Holly F. SkipperFounding Partner, Chief Compliance Officer, Chief Operating Officer, 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 Oliver on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Oliver’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.