Data / Investment advisers / South Carolina / Verity Investment Partners
Verity Investment Partners, Beaufort, SC: $1.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Verity Investment Partners is an SEC registered investment adviser with its main office in Beaufort, South Carolina and reports $1.4 billion in regulatory assets under management in its Form ADV filed March 18, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Verity Investment Partners (CRD number 119630): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 119630
- SEC file number
- 801-63829
- SEC status
- Approved, effective January 14, 2005
- Legal name
- Verity and Verity, LLC
- Main office
- 2015 Boundary Street 2nd Floor, Beaufort, SC 29902
- Phone
- (843) 379-6661
- Website
- verityvip.com
- Regulatory AUM
- $1,399,603,461 in the Form ADV filed March 18, 2026
- Discretionary AUM
- $1,396,818,689
- Non discretionary AUM
- $2,784,772
- Accounts
- 1,101
- Employees
- 16, of which 13 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 4
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 18, 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 |
|---|---|---|
| Individuals (other than high net worth individuals) | 195 | $1.09 billion |
| High net worth individuals | 264 | $213.1 million |
| Corporations or other businesses | 8 | $55.5 million |
| Charitable organizations | 5 | $37 million |
| Pension and profit sharing plans | Fewer than 5 | $5.7 million |
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 | $1.40 billion | March 18, 2026 |
| December 1, 2025 | $1.21 billion | August 26, 2025 |
Other advisers in South Carolina
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Colonial Trust Advisors, Inc. | Spartanburg | $1.85 billion | Not listed | adviserinfo.sec.gov |
| Greenwood Capital Associates, LLC | Greenwood | $1.77 billion | Not listed | adviserinfo.sec.gov |
| CCM Investment Advisers, LLC | Columbia | $1.55 billion | Not listed | adviserinfo.sec.gov |
| Anchor Investment Management | Columbia | $1.52 billion | Not listed | adviserinfo.sec.gov |
| Apollon Financial, LLC | Mount Pleasant | $1.45 billion | Not listed | adviserinfo.sec.gov |
| Liberty Hall Capital Partners, L.P. | Charleston | $1.14 billion | 4 | adviserinfo.sec.gov |
| Volofin Capital Management | Daniel Island | $1.01 billion | 1 | adviserinfo.sec.gov |
| Ground Swell Capital, LLC | Folly Beach | $949.2 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in South Carolina
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Verity Investment Partners on the SEC's adviser search
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.