# Veratis Advisors, Inc.

> Veratis Advisors, Inc. is an SEC-registered investment advisory firm in Cary, NC, registered since 2002, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 117892
- Filed as: VERATIS ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cary, NC
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/117892
- AdvisorCensus page: https://advisorcensus.com/firm/veratis-advisors-inc-cary-nc-117892

## Quick answers

**How is Veratis Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Veratis Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Veratis Advisors, Inc. located?**
Veratis Advisors, Inc.'s principal office is in Cary, NC, according to its Form ADV.

**Is Veratis Advisors, Inc. registered with the SEC or a state?**
Veratis Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 117892.

**How much does Veratis Advisors, Inc. manage?**
Veratis Advisors, Inc. reports $5,994,203,169 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (6% discretionary).

**How have Veratis Advisors, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Veratis Advisors, Inc.: Regulatory assets under management: $136,088,263 in the October 2021 data and $5,994,203,169 in the October 2026 data, up 4305%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Veratis Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (85); pension and profit sharing plans (but not the plan participants or government pension plans) (16); individuals (other than high net worth individuals) (3).

**Which custodians does Veratis Advisors, Inc. use?**
Veratis Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Veratis Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/117892

**What changed in Veratis Advisors, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $4,478,828,516 to $5,994,203,169 (+34%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $5,994,203,169
- Discretionary: $383,209,223
- Non-discretionary: $5,610,993,946

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $695,847 |
| High net worth individuals | 85 | $382,513,376 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 16 | $5,553,273,913 |
| State or municipal government entities (including government pension plans) | 1 | $57,720,033 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2002 (24 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, NC, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- veratisadvisors.com
- LinkedIn @11234160

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $136,088,263 | 7 | March 9, 2021 |
| October 2022 | $3,981,673,216 | 7 | March 21, 2022 |
| October 2023 | $3,681,294,980 | 7 | March 30, 2023 |
| October 2024 | $4,429,232,164 | 7 | April 9, 2024 |
| October 2025 | $4,478,828,516 | 8 | March 31, 2025 |
| October 2026 | $5,994,203,169 | 8 | March 31, 2026 |

Regulatory assets under management: $136,088,263 in the October 2021 data and $5,994,203,169 in the October 2026 data, up 4305%.
Total employees: 7 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $4,478,828,516 to $5,994,203,169 (+34%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Veratis Advisors, Inc. (CRD 117892): Form ADV filing data as of October 2026.