Verity and Verity, LLC
● SEC registered since 2005CRD 119630SEC# 801-63829Beaufort, SC
Reg. AUM
$1.4B
Employees
16
Accounts
1,101
Location
Beaufort, SC
Verity and Verity, LLC assets under management
Verity and Verity, LLC operates as an SEC-registered investment adviser based in Beaufort, SC. The firm has been registered since 2005. It reports $1.4 billion in regulatory assets under management and employs 16 people.
Verity and Verity, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Afp Legacy Ltd. | Member | 10-25% | 2013 |
| Invictus Investment Corporation | Member | 5-10% | 2018 |
| Paula Murray Verity Control | Chief Financial Officer | Under 5% | 2023 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Verity and Verity, LLC manage?
Verity and Verity, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Verity and Verity, LLC have?
Verity and Verity, LLC reports 16 employees.
Where is Verity and Verity, LLC located?
Verity and Verity, LLC is based in Beaufort, SC and has been SEC-registered since 2005.
Does Verity and Verity, LLC disclose fund performance?
Verity and Verity, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2015 Boundary Street, 2nd Floor, Beaufort, SC 29902 |
| Phone | 843-379-6661 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1542108 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.4B▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$1.4Bregulatory AUM
Discretionary $1.4BNon-discretionary $2.8M