{
  "crd_number": 337563,
  "slug": "verecan-asset-management-inc-halifax-nova-scotia-337563",
  "primary_business_name": "VERECAN ASSET MANAGEMENT INC.",
  "legal_name": "VERECAN ASSET MANAGEMENT INC.",
  "dbas": [],
  "city": "Halifax, Nova Scotia",
  "state": null,
  "country": "Canada",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-08-26",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 2658058.0,
  "raum_discretionary": 2658058.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 39,
  "advisory_employees": 18,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 2658058.0,
      "count": 10
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://facebook.com/verecangroup",
    "https://instagram.com/verecanhq",
    "https://linkedin.com/company/verecan-capital-management-inc",
    "https://threads.com/@verecanhq",
    "https://verecan.com",
    "https://youtube.com/@Verecan"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337563",
  "city_as_filed": "HALIFAX, NOVA SCOTIA",
  "url": "https://advisorcensus.com/firm/verecan-asset-management-inc-halifax-nova-scotia-337563",
  "display_name": "Verecan Asset Management Inc.",
  "summary": "Verecan Asset Management Inc. is an SEC-registered investment advisory firm in Halifax, Nova Scotia, Canada, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Verecan Asset Management Inc. (CRD 337563): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Verecan Asset Management Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Verecan Asset Management Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Verecan Asset Management Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Up to $2,000,000: 1% a year; $2,000,001 to $5,000,000: 0.8% a year; Above $5,000,001: 0.6% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Verecan Asset Management Inc. located?",
      "a": "Verecan Asset Management Inc.'s principal office is in Halifax, Nova Scotia, Canada, according to its Form ADV; the April 2026 filing also lists 7 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Verecan Asset Management Inc. registered with the SEC or a state?",
      "a": "Verecan Asset Management Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337563."
    },
    {
      "q": "How much does Verecan Asset Management Inc. manage?",
      "a": "Verecan Asset Management Inc. reports $2,658,058 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Verecan Asset Management Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10)."
    },
    {
      "q": "Which custodians does Verecan Asset Management Inc. use?",
      "a": "Verecan Asset Management 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."
    },
    {
      "q": "Does Verecan Asset Management Inc. report any disciplinary disclosures?",
      "a": "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/337563"
    },
    {
      "q": "Does Verecan Asset Management Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"Verecan Asset Management Inc. does not currently impose a minimum account size requirement to establish or maintain an advisory relationship.\""
    },
    {
      "q": "What changed in Verecan Asset Management Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Added an office in Toronto. No longer lists an office in Etobicoke."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Added an office in Toronto.",
        "No longer lists an office in Etobicoke."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $2,000,000",
        "rate": "1%"
      },
      {
        "band": "$2,000,001 to $5,000,000",
        "rate": "0.8%"
      },
      {
        "band": "Above $5,000,001",
        "rate": "0.6%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $2,000,000: 1% a year",
          "$2,000,001 to $5,000,000: 0.8% a year",
          "Above $5,000,001: 0.6% a year"
        ],
        "quotes": [
          "Our typical advisory fee is structured as an annual, asset-based fee calculated as a percentage of assets under management (AUM). The current standard schedule is: • 1.0% on assets up to $2,000,000 • 0.8% on assets from $2,000,001 to $5,000,000 • 0.6% on assets over $5,000,001"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Verecan Asset Management Inc. does not currently impose a minimum account size requirement to establish or maintain an advisory relationship."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 2000000.0,
          "rate_pct": 1.0
        },
        {
          "min": 2000001.0,
          "max": 5000000.0,
          "rate_pct": 0.8
        },
        {
          "min": 5000001.0,
          "max": null,
          "rate_pct": 0.6
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Our typical advisory fee is structured as an annual, asset-based fee calculated as a percentage of assets under management (AUM). The current standard schedule is: • 1.0% on assets up to $2,000,000 • 0.8% on assets from $2,000,001 to $5,000,000 • 0.6% on assets over $5,000,001",
      "Verecan Asset Management Inc. does not currently impose a minimum account size requirement to establish or maintain an advisory relationship."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/verecan-asset-management-inc-halifax-nova-scotia-337563.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 2658058.0
    }
  ],
  "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/337563",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}