Veratis Advisors, Inc.
● SEC registered since 2002CRD 117892SEC# 801-60849Cary, NC
Reg. AUM
$5.99B
Employees
8
Accounts
582
Location
Cary, NC
Veratis Advisors, Inc. assets under management
Veratis Advisors, Inc. is an SEC-registered investment adviser based in Cary, NC. The firm has been registered since 2002. It reports $6 billion in regulatory assets under management and employs 8 people.
Veratis Advisors, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryce Richard Kain | Investment Analyst | Under 5% | 2019 |
| Jason William Carter Control | Wealth Advisor/Partner And Chief Compliance Officer | 10-25% | 2019 |
| Stephen Drew Simpson Control | Managing Partner | 50-75% | 2011 |
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Join to unlock · $37/moFrequently asked questions
How much does Veratis Advisors, Inc. manage?
Veratis Advisors, Inc. reports $6 billion in regulatory assets under management on its Form ADV.
How many employees does Veratis Advisors, Inc. have?
Veratis Advisors, Inc. reports 8 employees.
Where is Veratis Advisors, Inc. located?
Veratis Advisors, Inc. is based in Cary, NC and has been SEC-registered since 2002.
Does Veratis Advisors, Inc. disclose fund performance?
Veratis Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1400 Crescent Green, Suite 110, Cary, NC 27518-8118 |
| Phone | 919-460-8875 |
| Fax | 919-803-7842 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$5.99B▲ 34%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 11%
Larger than 89% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$5.99Bregulatory AUM
Discretionary $383.2MNon-discretionary $5.61B