Verity Investment Partners

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Total assets under management

$1,205,925,960

Total clients

435

61% high-net worth

Total advisors

of 15 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$2,772,244

Client services

Financial planning Portfolio management

Sub adivsory services to other investment advisers

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Verity Investment Partners

2015 Boundary Street, 2 Nd Floor

Beaufort SC 29902, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook YouTube Website 843-379-6661

Advisors at this firm

Paula V

Series 65

Edwards, CO

Verity Investment Partners

Andrew J

CFP®, Series 65

Beaufort, SC

Verity Investment Partners

Keith B

Series 66

Bluffton, SC

Verity Investment Partners

Jonathan V

Series 63, Series 65

Beaufort, SC

Verity Investment Partners

David P

Series 63, Series 65

Dover, MA

Verity Investment Partners

Michael N

CFA®, Series 63

Beaufort, SC

Verity Investment Partners

Edward T

Series 65

Beaufort, SC

Verity Investment Partners

Charles A

Series 65

San Antonio, TX

Verity Investment Partners

Michael K

CFA®, Series 63

Charlotte, NC

Verity Investment Partners

William V

Series 65

Edwards, CO

Verity Investment Partners

Jessica R

CFP®

Edwards, CO

Verity Investment Partners

Michael K

CFA®, Series 66

Beaufort, SC

Verity Investment Partners

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