Veritas Investment Advisory Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$45,600,405
Total clients
132
15% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
132
Average account size
$345,458
About
Veritas Investment Advisory Group LLC serves individuals and families and also works with charitable organizations, corporations, and other business entities. The firm provides financial and retirement planning, discretionary portfolio and investment management, selection of third‑party money managers, and occasional educational seminars.
The firm combines fundamental and technical analysis to build long‑term portfolios, may employ tactical elements such as short ETFs for hedging, and conducts periodic rebalancing with attention to tax implications. Accounts are typically managed on a discretionary basis, and the firm provides oversight of held‑away retirement plan accounts through an order management system while noting it does not have custody of those assets.
Notably for a solo independent advisor, the brochure discloses relationships and services for non‑retail entities and collaboration with other investment advisers, and describes an arrangement to offset third‑party manager fees so total client charges do not exceed published schedules. The firm’s representatives are also licensed insurance agents operating a separate insurance entity; the brochure discloses potential conflicts from commissionable insurance sales and the firm’s practices to address them.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Income planning
Cash flow / budgeting
Annuities
Occupation focus
Founder/Business Owner
Fee options
$0 - $100,000: 2.00% $100,001 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001+: 0.90% $0 - $250,000: 0.50% $250,001+: 0.25%
Insurance products sold separately by Mr. Mayes with commissions received
$250 per hour
Main office location
Veritas Investment Advisory Group LLC
558 Fleming St, Suite B
Hendersonville NC 28739, United States
Number of offices
2
Most active in
Veritas Investment Advisory Group LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina · South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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