{
  "crd_number": 306685,
  "slug": "verbatim-financial-306685",
  "primary_business_name": "VERBATIM FINANCIAL",
  "legal_name": "VERBATIM FINANCIAL LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2020-02-06",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2024-03-01",
  "carried_forward": false,
  "raum_total": 52343899.0,
  "raum_discretionary": 22744217.0,
  "raum_non_discretionary": 29599682.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 52343899.0,
      "count": 16
    }
  },
  "compensation_types": [
    "fixed",
    "hourly"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "GA"
  ],
  "websites": [
    "https://facebook.com/VerbatimFi",
    "https://instagram.com/verbatimfinancial",
    "https://linkedin.com/company/verbatim-financial?trk=public_profile_topcard-current-company",
    "https://linkedin.com/in/johnstoj",
    "https://twitter.com/verbatimfi",
    "https://verbatimfinancial.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306685",
  "listing_state": "GA",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/verbatim-financial-306685",
  "display_name": "Verbatim Financial",
  "summary": "Verbatim Financial is a state-registered investment advisory firm, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 1, 2024.",
  "citation": "AdvisorCensus. Verbatim Financial (CRD 306685): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Verbatim Financial compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Verbatim Financial reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Is Verbatim Financial registered with the SEC or a state?",
      "a": "Verbatim Financial is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 306685."
    },
    {
      "q": "How much does Verbatim Financial manage?",
      "a": "Verbatim Financial reports $52,343,899 in regulatory assets under management in its Form ADV filing dated March 1, 2024 (43% discretionary)."
    },
    {
      "q": "What types of clients does Verbatim Financial serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (16)."
    },
    {
      "q": "Does Verbatim Financial report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/306685"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/verbatim-financial-306685.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 16,
      "fewer_than_5": false,
      "raum": 52343899.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306685",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}