RIA Intelligence

VERITY ASSET MANAGEMENT, INC.

Legal name: VERITY ASSET MANAGEMENT

CRD #158667 SEC #801-66730 DURHAM, NC 919-490-6717
SEC Registered Disclosures
Total AUM
$1B
Discretionary
$1B
Employees
67
Clients
0
Accounts
7,199

AUM Over Time

DateDec 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees67
Clients5
DateNov 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees67
Clients5
DateAug 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees67
Clients5
DateJul 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees67
Clients5
DateJun 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees67
Clients5
DateMar 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees67
Clients5
DateFeb 2025
Total AUM$902.9M
Discretionary$902.9M
Non-Disc.$0
Employees64
Clients41
DateApr 2024
Total AUM$902.9M
Discretionary$902.9M
Non-Disc.$0
Employees64
Clients41
DateMar 2024
Total AUM$902.9M
Discretionary$902.9M
Non-Disc.$0
Employees64
Clients41
DateDec 2023
Total AUM$783.2M
Discretionary$783.2M
Non-Disc.$0
Employees69
Clients146
DateOct 2023
Total AUM$783.2M
Discretionary$783.2M
Non-Disc.$0
Employees69
Clients146
DateOct 2023
Total AUM$783.2M
Discretionary$783.2M
Non-Disc.$0
Employees69
Clients146
DateAug 2023
Total AUM$783.2M
Discretionary$783.2M
Non-Disc.$0
Employees69
Clients146
DateApr 2023
Total AUM$783.2M
Discretionary$783.2M
Non-Disc.$0
Employees69
Clients146
DateMar 2023
Total AUM$783.2M
Discretionary$783.2M
Non-Disc.$0
Employees69
Clients146
DateDec 2022
Total AUM$817.8M
Discretionary$817.8M
Non-Disc.$0
Employees97
Clients109
DateSep 2022
Total AUM$817.8M
Discretionary$817.8M
Non-Disc.$0
Employees97
Clients109
DateJul 2022
Total AUM$817.8M
Discretionary$817.8M
Non-Disc.$0
Employees97
Clients109
DateMay 2022
Total AUM$817.8M
Discretionary$817.8M
Non-Disc.$0
Employees97
Clients109
DateMar 2022
Total AUM$817.8M
Discretionary$817.8M
Non-Disc.$0
Employees97
Clients109
DateDec 2021
Total AUM$660.9M
Discretionary$660.9M
Non-Disc.$0
Employees79
Clients109
DateSep 2021
Total AUM$660.9M
Discretionary$660.9M
Non-Disc.$0
Employees79
Clients109
DateAug 2021
Total AUM$660.9M
Discretionary$660.9M
Non-Disc.$0
Employees79
Clients109
DateMay 2021
Total AUM$660.9M
Discretionary$660.9M
Non-Disc.$0
Employees79
Clients109
DateMar 2021
Total AUM$660.9M
Discretionary$660.9M
Non-Disc.$0
Employees79
Clients109
DateJan 2021
Total AUM$522.4M
Discretionary$522.4M
Non-Disc.$0
Employees70
Clients226
DateJan 2021
Total AUM$522.4M
Discretionary$522.4M
Non-Disc.$0
Employees70
Clients226
DateDec 2020
Total AUM$522.4M
Discretionary$522.4M
Non-Disc.$0
Employees70
Clients226
DateSep 2020
Total AUM$522.4M
Discretionary$522.4M
Non-Disc.$0
Employees70
Clients226
DateJul 2020
Total AUM$522.4M
Discretionary$522.4M
Non-Disc.$0
Employees70
Clients226
DateJun 2020
Total AUM$522.4M
Discretionary$522.4M
Non-Disc.$0
Employees70
Clients226
DateMar 2020
Total AUM$522.4M
Discretionary$522.4M
Non-Disc.$0
Employees70
Clients226
DateNov 2019
Total AUM$433.8M
Discretionary$433.8M
Non-Disc.$0
Employees38
Clients143
DateNov 2019
Total AUM$433.8M
Discretionary$433.8M
Non-Disc.$0
Employees38
Clients143
DateAug 2019
Total AUM$433.8M
Discretionary$433.8M
Non-Disc.$0
Employees38
Clients143
DateMar 2019
Total AUM$433.8M
Discretionary$433.8M
Non-Disc.$0
Employees38
Clients143
DateJan 2019
Total AUM$428.8M
Discretionary$428.8M
Non-Disc.$0
Employees35
Clients110
DateDec 2018
Total AUM$428.8M
Discretionary$428.8M
Non-Disc.$0
Employees35
Clients110
DateDec 2018
Total AUM$428.8M
Discretionary$428.8M
Non-Disc.$0
Employees35
Clients110
DateSep 2018
Total AUM$428.8M
Discretionary$428.8M
Non-Disc.$0
Employees35
Clients110
DateJun 2018
Total AUM$428.8M
Discretionary$428.8M
Non-Disc.$0
Employees35
Clients110
DateMar 2018
Total AUM$428.8M
Discretionary$428.8M
Non-Disc.$0
Employees35
Clients110
DateJul 2017
Total AUM$435M
Discretionary$435M
Non-Disc.$0
Employees31
Clients3,100
DateFeb 2017
Total AUM$435M
Discretionary$435M
Non-Disc.$0
Employees31
Clients3,100
DateFeb 2017
Total AUM$417.3M
Discretionary$417.3M
Non-Disc.$0
Employees32
Clients3,200
DateDec 2016
Total AUM$417.3M
Discretionary$417.3M
Non-Disc.$0
Employees32
Clients3,200
DateDec 2016
Total AUM$417.3M
Discretionary$417.3M
Non-Disc.$0
Employees32
Clients3,200
DateOct 2016
Total AUM$417.3M
Discretionary$417.3M
Non-Disc.$0
Employees32
Clients3,200
DateAug 2016
Total AUM$417.3M
Discretionary$417.3M
Non-Disc.$0
Employees32
Clients3,200
DateJul 2016
Total AUM$417.3M
Discretionary$417.3M
Non-Disc.$0
Employees32
Clients3,200
DateJun 2016
Total AUM$417.3M
Discretionary$417.3M
Non-Disc.$0
Employees32
Clients3,200
DateMar 2016
Total AUM$417.3M
Discretionary$417.3M
Non-Disc.$0
Employees32
Clients3,200
DateSep 2015
Total AUM$416.5M
Discretionary$416.5M
Non-Disc.$0
Employees32
Clients3,200
DateApr 2015
Total AUM$416.5M
Discretionary$416.5M
Non-Disc.$0
Employees32
Clients3,200
DateApr 2015
Total AUM$416.5M
Discretionary$416.5M
Non-Disc.$0
Employees32
Clients3,200
DateFeb 2015
Total AUM$409.9M
Discretionary$409.9M
Non-Disc.$0
Employees34
Clients3,200
DateNov 2014
Total AUM$409.9M
Discretionary$409.9M
Non-Disc.$0
Employees34
Clients3,200
DateNov 2014
Total AUM$409.9M
Discretionary$409.9M
Non-Disc.$0
Employees34
Clients3,200
DateSep 2014
Total AUM$409.9M
Discretionary$409.9M
Non-Disc.$0
Employees34
Clients3,200
DateAug 2014
Total AUM$409.9M
Discretionary$409.9M
Non-Disc.$0
Employees34
Clients3,200
DateJul 2014
Total AUM$409.9M
Discretionary$409.9M
Non-Disc.$0
Employees34
Clients3,200
DateApr 2014
Total AUM$409.9M
Discretionary$409.9M
Non-Disc.$0
Employees34
Clients3,200
DateMar 2014
Total AUM$409.9M
Discretionary$409.9M
Non-Disc.$0
Employees34
Clients3,200
DateFeb 2014
Total AUM$409.9M
Discretionary$409.9M
Non-Disc.$0
Employees34
Clients3,200
DateFeb 2014
Total AUM$387.7M
Discretionary$387.7M
Non-Disc.$0
Employees34
Clients3,100
DateJan 2014
Total AUM$351.1M
Discretionary$351.1M
Non-Disc.$0
Employees34
Clients2,800
DateMay 2013
Total AUM$351.1M
Discretionary$351.1M
Non-Disc.$0
Employees34
Clients2,800
DateMar 2013
Total AUM$351.1M
Discretionary$351.1M
Non-Disc.$0
Employees34
Clients2,800
DateFeb 2013
Total AUM$351.1M
Discretionary$351.1M
Non-Disc.$0
Employees34
Clients2,800
DateJan 2013
Total AUM$316.6M
Discretionary$316.6M
Non-Disc.$0
Employees30
Clients2,800
DateMay 2012
Total AUM$316.6M
Discretionary$316.6M
Non-Disc.$0
Employees11
Clients2,800
DateMay 2012
Total AUM$296.7M
Discretionary$296.7M
Non-Disc.$0
Employees11
Clients2,800
DateApr 2012
Total AUM$296.7M
Discretionary$296.7M
Non-Disc.$0
Employees11
Clients2,800
DateApr 2012
Total AUM$296.7M
Discretionary$296.7M
Non-Disc.$0
Employees11
Clients2,800
DateJan 2012
Total AUM$296.7M
Discretionary$296.7M
Non-Disc.$0
Employees11
Clients2,800
DateJan 2012
Total AUM$296.7M
Discretionary$296.7M
Non-Disc.$0
Employees11
Clients2,400
DateNov 2011
Total AUM$286.9M
Discretionary$286.9M
Non-Disc.$0
Employees11
Clients2,500
DateJul 2011
Total AUM$286.9M
Discretionary$286.9M
Non-Disc.$0
Employees--
Clients--