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
Firm Details
- Organization Type
- Corporation
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CARTER, JASON, WILLIAM | I | WEALTH ADVISOR, PARTNER | NA | |
| CARTER, JASON, WILLIAM | I | WEALTH ADVISOR, PARTNER | NA | |
| CARTER, JASON, WILLIAM | I | WEALTH ADVISOR, PARTNER | NA | |
| CARTER, JASON, WILLIAM | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CARTER, JASON, WILLIAM | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CARTER, JASON, WILLIAM | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CARTER, JASON, WILLIAM | I | WEALTH ADVISOR/PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CARTER, JASON, WILLIAM | I | WEALTH ADVISOR/PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| D'AGOSTINO, PHILIP, STEVEN | I | WEALTH ADVISOR, PARTNER | NA | |
| D'AGOSTINO, PHILIP, STEVEN | I | WEALTH ADVISOR, PARTNER | NA | |
| D'AGOSTINO, PHILIP, STEVEN | I | WEALTH ADVISOR, PARTNER | NA | |
| D'AGOSTINO, PHILIP, STEVEN | I | WEALTH ADVISOR, PARTNER | NA | |
| D'AGOSTINO, PHILIP, STEVEN | I | WEALTH ADVISOR, PARTNER | NA | |
| D'AGOSTINO, PHILIP, STEVEN | I | WEALTH ADVISOR, PARTNER | NA | |
| D'AGOSTINO, PHILIP, STEVEN | I | WEALTH ADVISOR, PARTNER | NA | |
| KAIN, BRYCE, RICHARD | I | INVESTMENT ANALYST | NA | |
| KAIN, BRYCE, RICHARD | I | INVESTMENT ANALYST | NA | |
| KAIN, BRYCE, RICHARD | I | INVESTMENT ANALYST | NA | |
| KAIN, BRYCE, RICHARD | I | INVESTMENT ANALYST | NA | |
| KAIN, BRYCE, RICHARD | I | INVESTMENT ANALYST | NA | |
| KAIN, BRYCE, RICHARD | I | INVESTMENT ANALYST | NA | |
| KAIN, BRYCE, RICHARD | I | INVESTMENT ANALYST | NA | |
| KAIN, BRYCE, RICHARD | I | INVESTMENT ANALYST | NA | |
| KAIN, BRYCE, RICHARD | I | INVESTMENT ANALYST | NA | |
| KAIN, BRYCE, RICHARD | I | INVESTMENT ANALYST | NA | |
| KAIN, BRYCE, RICHARD | I | INVESTMENT ANALYST | NA | |
| RAY, TRINETTE, DUBAY | I | RETIREMENT PLAN CONSULTANT/PARTNER | NA | |
| RAY, TRINETTE, DUBAY | I | RETIREMENT PLAN CONSULTANT/PARTNER | NA | |
| RAY, TRINETTE, DUBAY | I | RETIREMENT PLAN CONSULTANT/PARTNER | NA | |
| RAY, TRINETTE, DUBAY | I | RETIREMENT PLAN CONSULTANT/PARTNER | NA | |
| RAY, TRINETTE, DUBAY | I | RETIREMENT PLAN CONSULTANT/PARTNER | NA | |
| SIMPSON, STEPHEN, DREW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SIMPSON, STEPHEN, DREW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SIMPSON, STEPHEN, DREW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SIMPSON, STEPHEN, DREW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SIMPSON, STEPHEN, DREW | I | MANAGING PARTNER | E | Control |
| SIMPSON, STEPHEN, DREW | I | MANAGING PARTNER | E | Control |
| SIMPSON, STEPHEN, DREW | I | MANAGING PARTNER | E | Control |
| SIMPSON, STEPHEN, DREW | I | MANAGING PARTNER | E | Control |
| SIMPSON, STEPHEN, DREW | I | MANAGING PARTNER | E | Control |
| BRINN, PEGGY, HIGHSMITH | I | CORPORATE SECRETARY | D | Control |
| BRINN, PEGGY, HIGHSMITH | I | CORPORATE SECRETARY | D | Control |
| BRINN, PEGGY, HIGHSMITH | I | CORPORATE SECRETARY | D | Control |
| SIMPSON, STEPHEN, DREW | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SIMPSON, STEPHEN, DREW | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SIMPSON, STEPHEN, DREW | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SIMPSON, STEPHEN, DREW | I | MANAGING PARTNER | D | Control |
| SIMPSON, STEPHEN, DREW | I | MANAGING PARTNER | D | Control |
| SIMPSON, STEPHEN, DREW | I | MANAGING PARTNER | D | Control |
| ABBEY, KENT, GREGORY | I | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | C | Control |
| ABBEY, KENT, GREGORY | I | CHIEF COMPLIANCE OFFICER | C | Control |
| ABBEY, KENT, GREGORY | I | CHIEF COMPLIANCE OFFICER | C | Control |
| ABBEY, KENT, GREGORY | I | CHIEF COMPLIANCE OFFICER | C | Control |
| ABBEY, KENT, GREGORY | I | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | C | Control |
| ABBEY, KENT, GREGORY | I | SHAREHOLDER | C | |
| ABBEY, KENT, GREGORY | I | SHAREHOLDER | C | |
| ABBEY, KENT, GREGORY | I | SHAREHOLDER | C | |
| ABBEY, KENT, GREGORY | I | SHAREHOLDER | C | |
| ABBEY, KENT, GREGORY | I | SHAREHOLDER | C | |
| ABBEY, KENT, GREGORY | I | SHAREHOLDER | C | |
| ABBEY, KENT, GREGORY | I | SHAREHOLDER | C | |
| ABBEY, KENT, GREGORY | I | SHAREHOLDER | C | |
| SIMPSON, STEPHEN, DREW | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | C | Control |
| SIMPSON, STEPHEN, DREW | I | CHIEF INVESTMENT OFFICER | C | Control |
| SIMPSON, STEPHEN, DREW | I | CHIEF INVESTMENT OFFICER | C | Control |
| SIMPSON, STEPHEN, DREW | I | CHIEF INVESTMENT OFFICER | C | Control |
| SIMPSON, STEPHEN, DREW | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | C | Control |
| SIMPSON, STEPHEN, DREW | I | CHIEF COMPLIANCE OFFICER | C | Control |
| SIMPSON, STEPHEN, DREW | I | CHIEF COMPLIANCE OFFICER | C | Control |
| SIMPSON, STEPHEN, DREW | I | CHIEF COMPLIANCE OFFICER | C | Control |
| SIMPSON, STEPHEN, DREW | I | CHIEF COMPLIANCE OFFICER | C | Control |
| SIMPSON, STEPHEN, DREW | I | CHIEF COMPLIANCE OFFICER | C | Control |
| SIMPSON, STEPHEN, DREW | I | CHIEF COMPLIANCE OFFICER | C | Control |
| SIMPSON, STEPHEN, DREW | I | CHIEF COMPLIANCE OFFICER | C | Control |
| SIMPSON, STEPHEN, DREW | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BRINN, PEGGY, HIGHSMITH | I | CORPORATE SECRETARY | B | Control |
| BRINN, PEGGY, HIGHSMITH | I | CORPORATE SECRETARY | B | Control |
| BRINN, PEGGY, HIGHSMITH | I | CORPORATE SECRETARY | B | Control |
| BRINN, PEGGY, HIGHSMITH | I | CORPORATE SECRETARY | B | Control |
| BRINN, PEGGY, HIGHSMITH | I | CORPORATE SECRETARY | B | Control |
| BRINN, PEGGY, HIGHSMITH | I | CORPORATE SECRETARY | B | Control |
| BRINN, PEGGY, HIGHSMITH | I | CORPORATE SECRETARY | B | Control |
| BRINN, PEGGY, HIGHSMITH | I | CORPORATE SECRETARY | B | Control |
| BRINN, PEGGY, HIGHSMITH | I | CORPORATE SECRETARY | B | Control |
| BRINN, PEGGY, HIGHSMITH | I | CORPORATE SECRETARY | B | Control |
| BRINN, PEGGY, HIGHSMITH | I | CORPORATE SECRETARY | B | Control |
| BRINN, PEGGY, HIGHSMITH | I | CORPORATE SECRETARY | B | Control |
| BRINN, PEGGY, HIGHSMITH | I | CORPORATE SECRETARY | B | Control |
| BRINN, PEGGY, HIGHSMITH | I | CORPORATE SECRETARY | B | Control |
| BRINN, PEGGY, HIGHSMITH | I | CORPORATE SECRETARY | B | Control |
| BRINN, PEGGY, HIGHSMITH | I | CORPORATE SECRETARY | B | Control |
| BRINN, PEGGY, HIGHSMITH | I | CORPORATE SECRETARY | B | Control |
| BRINN, PEGGY, HIGHSMITH | I | CORPORATE SECRETARY | B | Control |
| BRINN, PEGGY, HIGHSMITH | I | CORPORATE SECRETARY | B | Control |
| BRINN, PEGGY, HIGHSMITH | I | CORPORATE SECRETARY | B | Control |
| BRINN, PEGGY, HIGHSMITH | I | CORPORATE SECRETARY | B | Control |
| BRINN, PEGGY, HIGHSMITH | I | CORPORATE SECRETARY | B | Control |
| CARTER, JASON, WILLIAM | I | WEALTH ADVISOR/PARTNER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CARTER, JASON, WILLIAM | I | WEALTH ADVISOR/PARTNER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CARTER, JASON, WILLIAM | I | WEALTH ADVISOR/PARTNER AND CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (3)
LA NC VA
Address
1400 CRESCENT GREENSUITE 110
CARY, NC 27518-8118
United States
Phone: 919-460-8875