Verum Partners LLC
● SEC registered since 2019CRD 301058SEC# 801-115236Charlotte, NC
Reg. AUM
$1.01B
Employees
17
Accounts
1,560
Location
Charlotte, NC
Verum Partners LLC assets under management
Verum Partners LLC operates as an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2019. It reports $1 billion in regulatory assets under management and employs 17 people.
Verum Partners LLC owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Abigail Anne Bennett Control | Founding Partner, Adviser, Head Of Strategic Initiatives | 5-10% | 2021 |
| Dustin Anthony Barr Control | Founding Partner, Senior Adviser | Under 5% | 2019 |
| Holly French Skipper Control | Founding Partner, Chief Compliance Officer, Chief Operating Officer | 5-10% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Verum Partners LLC manage?
Verum Partners LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Verum Partners LLC have?
Verum Partners LLC reports 17 employees.
Where is Verum Partners LLC located?
Verum Partners LLC is based in Charlotte, NC and has been SEC-registered since 2019.
Does Verum Partners LLC disclose fund performance?
Verum Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2333 Randolph Road, Suite 250, Charlotte, NC 28207 |
| Phone | (980) 771-3999 |
| Fax | (980) 771-3388 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.01B▲ 23%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$1.01Bregulatory AUM
Discretionary $848.7MNon-discretionary $165.4M