Wealth manager, independent · Charlotte, NC
Verum Partners LLC
SEC-registered investment adviser · CRD 301058 · SEC 801-115236
At a glance
Verum Partners LLC is an SEC-registered investment adviser based in Charlotte, North Carolina, with $1.0B in regulatory assets under management as of its Form ADV filed July 13, 2026. It reports 361 individual clients, 274 of them high-net-worth, holding an average of about $2.4 million each, and 17 employees. That ranks it 1089th among the nation’s 5,657 independent wealth management RIAs and 27th of 160 in North Carolina. It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab.
Main office 980-771-3999verumpartnership.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.0B
- Rank among independent wealth managers
- #1,089 of 5,657
- Rank among all SEC RIAs
- #5,334 of 17,210
- Rank in North Carolina
- #27 of 160
- Individual clients
- 361
- High-net-worth clients
- 274
- Accounts
- 1,560
- Discretionary
- 84% of AUM
- Employees
- 17
- Advisory staff
- 15
- Offices
- 2
Owners and executives on its Form ADV
- Oliver R. CrossFounding Partner, Senior Adviser
- Abigail A. BennettFounding Partner, Adviser, Head of Strategic Initiatives
- Holly F. SkipperFounding Partner, Chief Compliance Officer, Chief Operating Officer
- Dustin A. BarrFounding Partner, Senior Adviser
- Robert C. GammonFounding Partner, Senior Adviser
- Molly BohrerDirector of Client Partnerships & Director of Marketing
- Patrick R. RaminskiChief Investment Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Verum Partners LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 274 | $845M | 83% |
| Corporations or other businesses | 26 | $106M | 10% |
| Individuals | 87 | $30M | 3% |
| Pension and profit sharing plans | 18 | $23M | 2% |
| Charitable organizations | – | $10M | <1% |
Disciplinary disclosures
Verum Partners LLC 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
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗verumpartnership.com ↗
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The full record on Verum Partners LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
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- Growth over one, three and five years
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- Rank against 3,503 peers of its type and size
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- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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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 North Carolina
All of North Carolina →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Providence Capital Advisors, LLCCharlotte | $1.1B | 424 |
| Cardinal Capital Management IncRaleigh | $1.0B | 287 |
| Capital Investment Counsel IncRaleigh | $1.0B | 1,221 |
| Bluesky Wealth Advisors, LLCNew Bern | $1.0B | 350 |
Background
Questions
How much does Verum Partners LLC manage?
Verum Partners LLC reports $1.0B in regulatory assets under management across 1,560 accounts, 84% of it on a discretionary basis, on its Form ADV filed July 13, 2026.
How many clients does Verum Partners LLC have?
It reports 361 individual clients: 274 high-net-worth individuals and 87 other individuals. Individuals account for about 86% of its regulatory assets.
Where is Verum Partners LLC headquartered?
Its main office is in Charlotte, North Carolina. It reports 2 offices in total and 17 employees, 15 of whom perform investment advisory functions.
How does Verum Partners LLC 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 Verum Partners LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab. On Schedule D of its Form ADV filed July 13, 2026, it reports these amounts held: Fidelity ($611M); Charles Schwab ($375M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Verum Partners LLC a hybrid RIA with a broker-dealer?
Verum Partners LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Verum Partners LLC a fiduciary?
As an SEC-registered investment adviser, Verum Partners LLC 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 Verum Partners LLC’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 (2026-07-13), 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 →