Verity Asset Management, Inc.
● SEC registered since 2006CRD 158667SEC# 801-66730Durham, NC
Reg. AUM
$1.15B
Employees
77
Accounts
7,603
Location
Durham, NC
Verity Asset Management, Inc. assets under management
Verity Asset Management, Inc. is a registered investment adviser overseen by the SEC based in Durham, NC. The firm has been registered since 2006. It reports $1.2 billion in regulatory assets under management and employs 77 people.
Verity Asset Management, Inc. owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Louise Simonson Control | Vice President/Finance And Operations | Under 5% | 1996 |
| Gordon Thomas Wegwart Control | President/Chief Compliance Officer/Chief Investment Officer | Under 5% | 1996 |
| Jeff Alan Munsey Control | Vice President | Under 5% | 1996 |
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Join to unlock · $37/moFrequently asked questions
How much does Verity Asset Management, Inc. manage?
Verity Asset Management, Inc. reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Verity Asset Management, Inc. have?
Verity Asset Management, Inc. reports 77 employees.
Where is Verity Asset Management, Inc. located?
Verity Asset Management, Inc. is based in Durham, NC and has been SEC-registered since 2006.
Does Verity Asset Management, Inc. disclose fund performance?
Verity Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 280 S Mangum St, Ste 550, Durham, NC 27701-3676 |
| Phone | 919-490-6717 |
| Fax | 919-489-8939 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.15B▲ 28%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$1.15Bregulatory AUM
Discretionary $1.15B