Wealth manager, independent · Beaufort, SC
Verity Investment Partners
Verity and Verity, LLC · SEC-registered investment adviser · CRD 119630 · SEC 801-63829
At a glance
Verity Investment Partners is an SEC-registered investment adviser based in Beaufort, South Carolina, with $1.4B in regulatory assets under management as of its Form ADV filed March 18, 2026. It reports 459 individual clients, 264 of them high-net-worth, holding an average of about $2.8 million each, and 16 employees. That ranks it 791st among the nation’s 5,657 independent wealth management RIAs and 10th of 61 in South Carolina. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 843-379-6661verityvip.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.4B
- Rank among independent wealth managers
- #791 of 5,657
- Rank among all SEC RIAs
- #4,453 of 17,210
- Rank in South Carolina
- #10 of 61
- Individual clients
- 459
- High-net-worth clients
- 264
- Accounts
- 1,101
- Discretionary
- 100% of AUM
- Employees
- 16
- Advisory staff
- 13
- Offices
- 5
Owners and executives on its Form ADV
- William W. VerityManaging Member/president/director
- Paula M. VerityChief Financial Officer
- Tanya M. OlveraChief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Verity Investment Partners reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 195 | $1.1B | 78% |
| High-net-worth individuals | 264 | $213M | 15% |
| Corporations or other businesses | 8 | $55M | 4% |
| Charitable organizations | 5 | $37M | 3% |
| Pension and profit sharing plans | – | $6M | <1% |
Disciplinary disclosures
Verity Investment Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗verityvip.com ↗
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- Assets, accounts, clients and staff, ten years of filings
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in South Carolina
All of South Carolina →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Greenwood Capital Associates, LLCGreenwood | $1.8B | 660 |
| Anchor Investment ManagementColumbia | $1.5B | 763 |
| Apollon Financial, LLCMount Pleasant | $1.4B | 1,256 |
Background
Questions
How much does Verity Investment Partners manage?
Verity Investment Partners reports $1.4B in regulatory assets under management across 1,101 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 18, 2026.
How many clients does Verity Investment Partners have?
It reports 459 individual clients: 264 high-net-worth individuals and 195 other individuals. Individuals account for about 93% of its regulatory assets.
Where is Verity Investment Partners headquartered?
Its main office is in Beaufort, South Carolina. It reports 5 offices in total and 16 employees, 13 of whom perform investment advisory functions.
How does Verity Investment Partners charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Verity Investment Partners use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed March 18, 2026, it reports these amounts held: Charles Schwab ($1.4B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Verity Investment Partners a hybrid RIA with a broker-dealer?
Verity Investment Partners reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Verity Investment Partners a fiduciary?
As an SEC-registered investment adviser, Verity Investment Partners owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Verity Investment Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-18), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →