# Verum Partners LLC

> Verum Partners LLC is an SEC-registered investment advisory firm in Charlotte, NC, registered since 2019, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 13, 2026.

- CRD: 301058
- Filed as: VERUM PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: July 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/301058
- AdvisorCensus page: https://advisorcensus.com/firm/verum-partners-llc-charlotte-nc-301058

## Quick answers

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

**Where is Verum Partners LLC located?**
Verum Partners LLC's principal office is in Charlotte, NC, according to its Form ADV.

**Is Verum Partners LLC registered with the SEC or a state?**
Verum Partners LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 301058.

**How much does Verum Partners LLC manage?**
Verum Partners LLC reports $1,014,129,210 in regulatory assets under management in its Form ADV filing dated July 13, 2026 (84% discretionary).

**How have Verum Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for Verum Partners LLC: Regulatory assets under management: $260,501,464 in the October 2021 data and $1,014,129,210 in the October 2026 data, up 289%. Total employees: 6 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Verum Partners LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (274); individuals (other than high net worth individuals) (87); corporations or other businesses not listed above (26).

**Which custodians does Verum Partners LLC use?**
Verum Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Verum Partners LLC 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/301058

**Does Verum Partners LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 13, 2026 says: "Verum Partners does not impose a minimum account or relationship size; however, its services are typical designed to meet the needs of high net worth Clients."

**What changed in Verum Partners LLC's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated July 13, 2026)

- Account minimum: None

> Verum Partners does not impose a minimum account or relationship size; however, its services are typical designed to meet the needs of high net worth Clients.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

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

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: $1,014,129,210
- Discretionary: $848,690,809
- Non-discretionary: $165,438,401

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 87 | $29,901,845 |
| High net worth individuals | 274 | $845,265,100 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 18 | $23,305,829 |
| Charitable organizations | Fewer than 5 | $9,709,802 |
| Corporations or other businesses not listed above | 26 | $105,946,634 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 17 total, 15 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CT, FL, GA, NC, NY, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- verumpartnership.com
- Facebook @VerumPartnership
- Instagram @verumpartners
- LinkedIn @verum-partners
- X @verumpartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $260,501,464 | 6 | April 1, 2021 |
| October 2022 | $396,311,105 | 7 | May 24, 2022 |
| October 2023 | $398,930,774 | 11 | September 26, 2023 |
| October 2024 | $740,408,167 | 13 | September 9, 2024 |
| October 2025 | $827,584,409 | 16 | April 4, 2025 |
| October 2026 | $1,014,129,210 | 17 | July 13, 2026 |

Regulatory assets under management: $260,501,464 in the October 2021 data and $1,014,129,210 in the October 2026 data, up 289%.
Total employees: 6 in October 2021 and 17 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Employees performing advisory functions went from 13 to 15.
- Regulatory assets under management went from $827,584,409 to $1,014,129,210 (+23%).

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Verum Partners LLC (CRD 301058): Form ADV filing data as of October 2026.