SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Verum Partners LLC
Charlotte, NC
CRD 301058
Firm filing updated July 13, 2026 ·
- $1BAssets
- 15Advisory staff
- 1,560Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals274
- Individuals87
- Corporations or other businesses26
- Pension and profit sharing plans18
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 87 | $29.9 million |
| High net worth individuals | 274 | $845.3 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 18 | $23.3 million |
| Charitable organizations | Fewer than 5 clients | $9.7 million |
| Corporations or other businesses not listed above | 26 | $105.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
See all 4 services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$1.0 billion
- Accounts1,560
- Discretionary$848.7 million · 1,215 accounts
- Non-discretionary$165.4 million · 345 accounts
People
- Employees17
- Advisory staff15
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients101 to 250
Advisors
10 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 301058, SEC file 801-115236.
- Registered with the SEC as an investment advisor (status date on record: May 2, 2019).
Is Verum Partners LLC a fiduciary?
Short answer: Verum Partners LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.