Data / Investment advisers / North Carolina / Veratis Advisors, Inc.
Veratis Advisors, Inc., Cary, NC: $6 billion AUM, SEC registered investment adviser
Veratis Advisors, Inc. is an SEC registered investment adviser with its main office in Cary, North Carolina and reports $6 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include pension and profit sharing plans, high net worth individuals and state and municipal governments. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 117892
- SEC file number
- 801-60849
- SEC status
- Approved, effective January 18, 2002
- Main office
- 1400 Crescent Green Suite 110, Cary, NC 27518
- Phone
- (919) 460-8875
- Website
- veratisadvisors.com
- Regulatory AUM
- $5,994,203,169 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $383,209,223
- Non discretionary AUM
- $5,610,993,946
- Accounts
- 582
- Employees
- 8, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 16 | $5.55 billion |
| High net worth individuals | 85 | $382.5 million |
| State or municipal government entities | 1 | $57.7 million |
| Individuals (other than high net worth individuals) | 3 | $695,847 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $5.99 billion | March 31, 2026 |
| December 1, 2025 | $4.48 billion | March 31, 2025 |
Other advisers in North Carolina
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ridgemont Partners Management, LLC | Charlotte | $10.26 billion | 32 | adviserinfo.sec.gov |
| Horizon Investments LLC | Charlotte | $8.47 billion | Not listed | adviserinfo.sec.gov |
| Asana Partners, LP | Charlotte | $8.35 billion | 9 | adviserinfo.sec.gov |
| Wedge Capital Management LLP | Charlotte | $8.13 billion | Not listed | adviserinfo.sec.gov |
| Bell Partners | Greensboro | $6.12 billion | 26 | adviserinfo.sec.gov |
| Pamlico Capital | Charlotte | $5.30 billion | 7 | adviserinfo.sec.gov |
| Alumina Investment Management | Charlotte | $5.26 billion | Not listed | adviserinfo.sec.gov |
| Bragg Financial Advisors Inc | Charlotte | $4.67 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in North Carolina
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Veratis Advisors, Inc. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.