VERITY AND VERITY, LLC
Legal name: VERITY INVESTMENT PARTNERS
CRD #119630 SEC #801-63829 BEAUFORT, SC 843-379-6661
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
15
Clients
101
Accounts
993
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1.2B | $1.2B | $2.3M | 15 | 0 |
| Mar 2025 | $1.2B | $1.2B | $2.3M | 15 | 0 |
| Nov 2024 | $938.8M | $930.9M | $7.9M | 13 | 0 |
| Oct 2024 | $938.8M | $930.9M | $7.9M | 13 | 0 |
| Jun 2024 | $938.8M | $930.9M | $7.9M | 13 | 0 |
| Mar 2024 | $938.8M | $930.9M | $7.9M | 13 | 0 |
| Nov 2023 | $840.1M | $832.7M | $7.4M | 13 | 0 |
| Sep 2023 | $840.1M | $832.7M | $7.4M | 13 | 0 |
| Aug 2023 | $840.1M | $832.7M | $7.4M | 13 | 0 |
| Jul 2023 | $840.1M | $832.7M | $7.4M | 13 | 0 |
| Jun 2023 | $840.1M | $832.7M | $7.4M | 13 | 0 |
| Mar 2023 | $840.1M | $832.7M | $7.4M | 13 | 0 |
| Mar 2023 | $840.1M | $832.7M | $7.4M | 13 | 0 |
| Oct 2022 | $742.7M | $730.9M | $11.9M | 10 | 0 |
| Apr 2022 | $742.7M | $730.9M | $11.9M | 10 | 0 |
| Mar 2022 | $742.7M | $730.9M | $11.9M | 10 | 0 |
| Sep 2021 | $561.3M | $551M | $10.3M | 11 | 0 |
| Jul 2021 | $561.3M | $551M | $10.3M | 11 | 0 |
| Jun 2021 | $561.3M | $551M | $10.3M | 10 | 0 |
| Jun 2021 | $561.3M | $551M | $10.3M | 10 | 0 |
| Mar 2021 | $561.3M | $551M | $10.3M | 10 | 0 |
| Feb 2021 | $563.7M | $563.6M | $12.6K | 10 | 0 |
| Jan 2021 | $563.7M | $563.6M | $12.6K | 9 | 0 |
| Jun 2020 | $563.7M | $563.6M | $12.6K | 9 | 0 |
| Mar 2020 | $563.7M | $563.6M | $12.6K | 9 | 0 |
| Aug 2019 | $415.1M | $415.1M | $0 | 9 | 0 |
| Jun 2019 | $415.1M | $415.1M | $0 | 9 | 0 |
| Feb 2019 | $415.1M | $415.1M | $0 | 9 | 0 |
| Jun 2018 | $408.6M | $408.6M | $0 | 8 | 0 |
| Apr 2018 | $408.6M | $408.6M | $0 | 8 | 0 |
| Feb 2018 | $408.6M | $408.6M | $0 | 8 | 0 |
| Feb 2018 | $322M | $322M | $0 | 7 | 0 |
| Jul 2017 | $322M | $322M | $0 | 7 | 162 |
| Jun 2017 | $322M | $322M | $0 | 7 | 162 |
| Apr 2017 | $322M | $322M | $0 | 7 | 162 |
| Mar 2017 | $322M | $322M | $0 | 7 | 162 |
| Jan 2017 | $256.1M | $256.1M | $0 | 7 | 145 |
| Nov 2016 | $256.1M | $256.1M | $0 | 7 | 145 |
| Jul 2016 | $256.1M | $256.1M | $0 | 7 | 145 |
| Feb 2016 | $256.1M | $256.1M | $0 | 7 | 145 |
| Dec 2015 | $249.2M | $246.2M | $3M | 7 | 147 |
| May 2015 | $249.2M | $246.2M | $3M | 7 | 147 |
| Feb 2015 | $249.2M | $246.2M | $3M | 7 | 147 |
| Dec 2014 | $217.8M | $215.2M | $2.6M | 6 | 137 |
| Mar 2014 | $217.8M | $215.2M | $2.6M | 6 | 137 |
| Oct 2013 | $153.9M | $151.8M | $2.1M | 5 | 110 |
| Aug 2013 | $153.9M | $151.8M | $2.1M | 5 | 110 |
| May 2013 | $153.9M | $151.8M | $2.1M | 5 | 110 |
| Mar 2013 | $153.9M | $151.8M | $2.1M | 5 | 110 |
| Jan 2013 | $120.6M | $119.7M | $928.9K | 5 | 26 |
| Dec 2012 | $120.6M | $119.7M | $928.9K | 5 | 26 |
| Dec 2012 | $120.6M | $119.7M | $928.9K | 5 | 26 |
| Nov 2012 | $120.6M | $119.7M | $928.9K | 5 | 26 |
| Jul 2012 | $120.6M | $119.7M | $928.9K | 1 | 26 |
| Jun 2012 | $120.6M | $119.7M | $928.9K | 1 | 26 |
| Jan 2012 | $120.6M | $119.7M | $928.9K | 1 | 26 |
| Jun 2011 | $108.5M | $108.5M | $0 | 5 | -- |
| Mar 2011 | $108.5M | $108.5M | $0 | 5 | -- |
| Jan 2008 | $65M | $65M | $0 | 5 | -- |
| Sep 2007 | $55M | $55M | $0 | 5 | -- |
| Aug 2007 | $55M | $55M | $0 | 5 | -- |
| Feb 2007 | $55M | $55M | $0 | 5 | -- |
| Feb 2006 | $39M | $39M | $0 | 5 | -- |
| Feb 2006 | $39M | $39M | $0 | 5 | -- |
| May 2005 | $30M | $30M | $0 | 5 | -- |
| Jan 2005 | $30M | $30M | $0 | 5 | -- |
DateAug 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$2.3M
Employees15
Clients0
DateMar 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$2.3M
Employees15
Clients0
DateNov 2024
Total AUM$938.8M
Discretionary$930.9M
Non-Disc.$7.9M
Employees13
Clients0
DateOct 2024
Total AUM$938.8M
Discretionary$930.9M
Non-Disc.$7.9M
Employees13
Clients0
DateJun 2024
Total AUM$938.8M
Discretionary$930.9M
Non-Disc.$7.9M
Employees13
Clients0
DateMar 2024
Total AUM$938.8M
Discretionary$930.9M
Non-Disc.$7.9M
Employees13
Clients0
DateNov 2023
Total AUM$840.1M
Discretionary$832.7M
Non-Disc.$7.4M
Employees13
Clients0
DateSep 2023
Total AUM$840.1M
Discretionary$832.7M
Non-Disc.$7.4M
Employees13
Clients0
DateAug 2023
Total AUM$840.1M
Discretionary$832.7M
Non-Disc.$7.4M
Employees13
Clients0
DateJul 2023
Total AUM$840.1M
Discretionary$832.7M
Non-Disc.$7.4M
Employees13
Clients0
DateJun 2023
Total AUM$840.1M
Discretionary$832.7M
Non-Disc.$7.4M
Employees13
Clients0
DateMar 2023
Total AUM$840.1M
Discretionary$832.7M
Non-Disc.$7.4M
Employees13
Clients0
DateMar 2023
Total AUM$840.1M
Discretionary$832.7M
Non-Disc.$7.4M
Employees13
Clients0
DateOct 2022
Total AUM$742.7M
Discretionary$730.9M
Non-Disc.$11.9M
Employees10
Clients0
DateApr 2022
Total AUM$742.7M
Discretionary$730.9M
Non-Disc.$11.9M
Employees10
Clients0
DateMar 2022
Total AUM$742.7M
Discretionary$730.9M
Non-Disc.$11.9M
Employees10
Clients0
DateSep 2021
Total AUM$561.3M
Discretionary$551M
Non-Disc.$10.3M
Employees11
Clients0
DateJul 2021
Total AUM$561.3M
Discretionary$551M
Non-Disc.$10.3M
Employees11
Clients0
DateJun 2021
Total AUM$561.3M
Discretionary$551M
Non-Disc.$10.3M
Employees10
Clients0
DateJun 2021
Total AUM$561.3M
Discretionary$551M
Non-Disc.$10.3M
Employees10
Clients0
DateMar 2021
Total AUM$561.3M
Discretionary$551M
Non-Disc.$10.3M
Employees10
Clients0
DateFeb 2021
Total AUM$563.7M
Discretionary$563.6M
Non-Disc.$12.6K
Employees10
Clients0
DateJan 2021
Total AUM$563.7M
Discretionary$563.6M
Non-Disc.$12.6K
Employees9
Clients0
DateJun 2020
Total AUM$563.7M
Discretionary$563.6M
Non-Disc.$12.6K
Employees9
Clients0
DateMar 2020
Total AUM$563.7M
Discretionary$563.6M
Non-Disc.$12.6K
Employees9
Clients0
DateAug 2019
Total AUM$415.1M
Discretionary$415.1M
Non-Disc.$0
Employees9
Clients0
DateJun 2019
Total AUM$415.1M
Discretionary$415.1M
Non-Disc.$0
Employees9
Clients0
DateFeb 2019
Total AUM$415.1M
Discretionary$415.1M
Non-Disc.$0
Employees9
Clients0
DateJun 2018
Total AUM$408.6M
Discretionary$408.6M
Non-Disc.$0
Employees8
Clients0
DateApr 2018
Total AUM$408.6M
Discretionary$408.6M
Non-Disc.$0
Employees8
Clients0
DateFeb 2018
Total AUM$408.6M
Discretionary$408.6M
Non-Disc.$0
Employees8
Clients0
DateFeb 2018
Total AUM$322M
Discretionary$322M
Non-Disc.$0
Employees7
Clients0
DateJul 2017
Total AUM$322M
Discretionary$322M
Non-Disc.$0
Employees7
Clients162
DateJun 2017
Total AUM$322M
Discretionary$322M
Non-Disc.$0
Employees7
Clients162
DateApr 2017
Total AUM$322M
Discretionary$322M
Non-Disc.$0
Employees7
Clients162
DateMar 2017
Total AUM$322M
Discretionary$322M
Non-Disc.$0
Employees7
Clients162
DateJan 2017
Total AUM$256.1M
Discretionary$256.1M
Non-Disc.$0
Employees7
Clients145
DateNov 2016
Total AUM$256.1M
Discretionary$256.1M
Non-Disc.$0
Employees7
Clients145
DateJul 2016
Total AUM$256.1M
Discretionary$256.1M
Non-Disc.$0
Employees7
Clients145
DateFeb 2016
Total AUM$256.1M
Discretionary$256.1M
Non-Disc.$0
Employees7
Clients145
DateDec 2015
Total AUM$249.2M
Discretionary$246.2M
Non-Disc.$3M
Employees7
Clients147
DateMay 2015
Total AUM$249.2M
Discretionary$246.2M
Non-Disc.$3M
Employees7
Clients147
DateFeb 2015
Total AUM$249.2M
Discretionary$246.2M
Non-Disc.$3M
Employees7
Clients147
DateDec 2014
Total AUM$217.8M
Discretionary$215.2M
Non-Disc.$2.6M
Employees6
Clients137
DateMar 2014
Total AUM$217.8M
Discretionary$215.2M
Non-Disc.$2.6M
Employees6
Clients137
DateOct 2013
Total AUM$153.9M
Discretionary$151.8M
Non-Disc.$2.1M
Employees5
Clients110
DateAug 2013
Total AUM$153.9M
Discretionary$151.8M
Non-Disc.$2.1M
Employees5
Clients110
DateMay 2013
Total AUM$153.9M
Discretionary$151.8M
Non-Disc.$2.1M
Employees5
Clients110
DateMar 2013
Total AUM$153.9M
Discretionary$151.8M
Non-Disc.$2.1M
Employees5
Clients110
DateJan 2013
Total AUM$120.6M
Discretionary$119.7M
Non-Disc.$928.9K
Employees5
Clients26
DateDec 2012
Total AUM$120.6M
Discretionary$119.7M
Non-Disc.$928.9K
Employees5
Clients26
DateDec 2012
Total AUM$120.6M
Discretionary$119.7M
Non-Disc.$928.9K
Employees5
Clients26
DateNov 2012
Total AUM$120.6M
Discretionary$119.7M
Non-Disc.$928.9K
Employees5
Clients26
DateJul 2012
Total AUM$120.6M
Discretionary$119.7M
Non-Disc.$928.9K
Employees1
Clients26
DateJun 2012
Total AUM$120.6M
Discretionary$119.7M
Non-Disc.$928.9K
Employees1
Clients26
DateJan 2012
Total AUM$120.6M
Discretionary$119.7M
Non-Disc.$928.9K
Employees1
Clients26
DateJun 2011
Total AUM$108.5M
Discretionary$108.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$108.5M
Discretionary$108.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$39M
Discretionary$39M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$39M
Discretionary$39M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--