VERATIS ADVISORS, INC.
CRD #117892 SEC #801-60849 CARY, NC 919-460-8875
SEC Registered
Total AUM
$4.5B
Discretionary
$325.3M
Employees
8
Clients
51
Accounts
431
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $4.5B | $325.3M | $4.2B | 8 | 0 |
| Apr 2024 | $4.4B | $275.7M | $4.2B | 7 | 0 |
| Mar 2024 | $4.4B | $275.7M | $4.2B | 7 | 0 |
| Mar 2023 | $3.7B | $176.8M | $3.5B | 7 | 0 |
| Mar 2022 | $4B | $170.4M | $3.8B | 7 | 0 |
| Mar 2021 | $136.1M | $120.3M | $15.8M | 7 | 0 |
| Jan 2021 | $109M | $0 | $109M | 7 | 1 |
| Oct 2020 | $109M | $0 | $109M | 7 | 1 |
| Jul 2020 | $109M | $0 | $109M | 7 | 1 |
| Mar 2020 | $109M | $0 | $109M | 7 | 1 |
| Mar 2019 | $81.5M | $0 | $81.5M | 7 | 3 |
| Jan 2019 | $58.5M | $0 | $58.5M | 7 | 3 |
| Mar 2018 | $58.5M | $0 | $58.5M | 7 | 3 |
| Mar 2017 | $22.8M | $0 | $22.8M | 7 | 26 |
| Mar 2011 | $383.9M | $0 | $383.9M | 10 | -- |
| Mar 2010 | $332.7M | $0 | $332.7M | 10 | -- |
| Dec 2006 | $225M | $0 | $225M | 10 | -- |
| Sep 2005 | $165M | $0 | $165M | 10 | -- |
DateMar 2025
Total AUM$4.5B
Discretionary$325.3M
Non-Disc.$4.2B
Employees8
Clients0
DateApr 2024
Total AUM$4.4B
Discretionary$275.7M
Non-Disc.$4.2B
Employees7
Clients0
DateMar 2024
Total AUM$4.4B
Discretionary$275.7M
Non-Disc.$4.2B
Employees7
Clients0
DateMar 2023
Total AUM$3.7B
Discretionary$176.8M
Non-Disc.$3.5B
Employees7
Clients0
DateMar 2022
Total AUM$4B
Discretionary$170.4M
Non-Disc.$3.8B
Employees7
Clients0
DateMar 2021
Total AUM$136.1M
Discretionary$120.3M
Non-Disc.$15.8M
Employees7
Clients0
DateJan 2021
Total AUM$109M
Discretionary$0
Non-Disc.$109M
Employees7
Clients1
DateOct 2020
Total AUM$109M
Discretionary$0
Non-Disc.$109M
Employees7
Clients1
DateJul 2020
Total AUM$109M
Discretionary$0
Non-Disc.$109M
Employees7
Clients1
DateMar 2020
Total AUM$109M
Discretionary$0
Non-Disc.$109M
Employees7
Clients1
DateMar 2019
Total AUM$81.5M
Discretionary$0
Non-Disc.$81.5M
Employees7
Clients3
DateJan 2019
Total AUM$58.5M
Discretionary$0
Non-Disc.$58.5M
Employees7
Clients3
DateMar 2018
Total AUM$58.5M
Discretionary$0
Non-Disc.$58.5M
Employees7
Clients3
DateMar 2017
Total AUM$22.8M
Discretionary$0
Non-Disc.$22.8M
Employees7
Clients26
DateMar 2011
Total AUM$383.9M
Discretionary$0
Non-Disc.$383.9M
Employees10
Clients--
DateMar 2010
Total AUM$332.7M
Discretionary$0
Non-Disc.$332.7M
Employees10
Clients--
DateDec 2006
Total AUM$225M
Discretionary$0
Non-Disc.$225M
Employees10
Clients--
DateSep 2005
Total AUM$165M
Discretionary$0
Non-Disc.$165M
Employees10
Clients--