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VERITY INVESTMENT PARTNERS

BEAUFORT, SC · CRD 119630 · IAPD ↗ · verityvip.com · 843-379-6661

$1.40BRegulatory AUM
13Advisory reps
16Employees
25Clients
251-500Planning clients
0Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
April 2026 — VERITY INVESTMENT PARTNERS notice-filed in CT, DE, MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — VERITY INVESTMENT PARTNERS reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
December 2025 — VERITY INVESTMENT PARTNERS notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — VERITY INVESTMENT PARTNERS added office(s): 3 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2025 — VERITY INVESTMENT PARTNERS crossed $1B in regulatory AUM ($938.8M -> $1.21B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
47
July 2024 — VERITY INVESTMENT PARTNERS notice-filed in LA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
April 2024 — VERITY INVESTMENT PARTNERS notice-filed in MA, MN, TN, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — VERITY INVESTMENT PARTNERS reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.