# Verity Investment Partners

> Verity Investment Partners is an SEC-registered investment advisory firm in Beaufort, SC, registered since 2005, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 119630
- Filed as: VERITY INVESTMENT PARTNERS
- Legal name: Verity and Verity, LLC
- Also doing business as: VERITY INVESTMENT MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Beaufort, SC
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/119630
- AdvisorCensus page: https://advisorcensus.com/firm/verity-investment-partners-beaufort-sc-119630

## Quick answers

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

**Where is Verity Investment Partners located?**
Verity Investment Partners' principal office is in Beaufort, SC, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Verity Investment Partners registered with the SEC or a state?**
Verity Investment Partners is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 119630.

**How much does Verity Investment Partners manage?**
Verity Investment Partners reports $1,399,603,461 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**How have Verity Investment Partners' assets and staff changed since 2021?**
In the Form ADV data for Verity Investment Partners: Regulatory assets under management: $561,327,400 in the October 2021 data and $1,399,603,461 in the October 2026 data, up 149%. Total employees: 11 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Verity Investment Partners serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (264); individuals (other than high net worth individuals) (195); corporations or other businesses not listed above (8).

**Which custodians does Verity Investment Partners use?**
Verity Investment Partners' 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 Verity Investment Partners 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/119630

**What changed in Verity Investment Partners' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 12 to 13. Regulatory assets under management went from $1,205,925,960 to $1,399,603,461 (+16%). No longer lists an office in Edwards, CO. Registered or notice-filed in CT, DE, MI.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- 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: $1,399,603,461
- Discretionary: $1,396,818,689
- Non-discretionary: $2,784,772

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 195 | $1,088,379,813 |
| High net worth individuals | 264 | $213,083,560 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $5,679,624 |
| Charitable organizations | 5 | $36,981,224 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | 8 | $55,479,240 |
| Other | Not reported | $0 |

### 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
- Other

### Firm details
- Registered since: 2005 (21 years)
- Employees: 16 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, MI, MN, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Bluffton, SC
- San Antonio, TX

### Websites listed on Form ADV (Item 1.I)
- verityim.com
- verityvip.com
- Facebook @verityinvestmentpartners
- LinkedIn @verity-investment-partners
- YouTube @verityinvestmentpartners8333

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $561,327,400 | 11 | September 2, 2021 |
| October 2022 | $742,727,258 | 10 | April 4, 2022 |
| October 2023 | $840,091,368 | 13 | September 18, 2023 |
| October 2024 | $938,783,926 | 13 | June 26, 2024 |
| October 2025 | $1,205,925,960 | 15 | March 28, 2025 |
| October 2026 | $1,399,603,461 | 16 | March 18, 2026 |

Regulatory assets under management: $561,327,400 in the October 2021 data and $1,399,603,461 in the October 2026 data, up 149%.
Total employees: 11 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 12 to 13.
- Regulatory assets under management went from $1,205,925,960 to $1,399,603,461 (+16%).
- No longer lists an office in Edwards, CO.
- Registered or notice-filed in CT, DE, MI.

### December 2025
- Registered or notice-filed in NJ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Verity Investment Partners (CRD 119630): Form ADV filing data as of October 2026.