VERUM PARTNERS LLC
CRD #301058 SEC #801-115236 CHARLOTTE, NC (980) 771-3999
SEC Registered
Total AUM
$827.6M
Discretionary
$681.5M
Employees
16
Clients
101
Accounts
1,392
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $827.6M | $681.5M | $146.1M | 16 | 3 |
| Oct 2025 | $827.6M | $681.5M | $146.1M | 16 | 3 |
| Apr 2025 | $827.6M | $681.5M | $146.1M | 16 | 3 |
| Feb 2025 | $827.6M | $681.5M | $146.1M | 16 | 3 |
| Oct 2024 | $740.4M | $584.4M | $156.1M | 13 | 3 |
| Sep 2024 | $740.4M | $584.4M | $156.1M | 13 | 3 |
| Jun 2024 | $740.4M | $584.4M | $156.1M | 13 | 3 |
| Mar 2024 | $740.4M | $584.4M | $156.1M | 13 | 3 |
| Oct 2023 | $398.9M | $262.9M | $136M | 11 | 12 |
| Sep 2023 | $398.9M | $262.9M | $136M | 11 | 12 |
| Aug 2023 | $398.9M | $262.9M | $136M | 11 | 12 |
| Jun 2023 | $398.9M | $262.9M | $136M | 8 | 12 |
| Apr 2023 | $398.9M | $262.9M | $136M | 8 | 12 |
| Mar 2023 | $398.9M | $262.9M | $136M | 8 | 12 |
| Mar 2023 | $398.9M | $262.9M | $136M | 8 | 12 |
| Mar 2023 | $398.9M | $262.9M | $136M | 8 | 12 |
| Oct 2022 | $396.3M | $253.6M | $142.7M | 7 | 12 |
| Oct 2022 | $396.3M | $253.6M | $142.7M | 7 | 12 |
| May 2022 | $396.3M | $253.6M | $142.7M | 7 | 12 |
| Apr 2022 | $396.3M | $253.6M | $142.7M | 7 | 12 |
| Apr 2022 | $396.3M | $253.6M | $142.7M | 7 | 12 |
| Apr 2022 | $396.3M | $253.6M | $142.7M | 7 | 12 |
| Mar 2022 | $396.3M | $253.6M | $142.7M | 7 | 12 |
| Apr 2021 | $260.5M | $168.3M | $92.2M | 6 | 23 |
| Mar 2021 | $260.5M | $168.3M | $92.2M | 6 | 23 |
| Feb 2021 | $218.5M | $140.9M | $77.6M | 5 | 0 |
| Jul 2020 | $218.5M | $140.9M | $77.6M | 5 | 0 |
| Jun 2020 | $218.5M | $140.9M | $77.6M | 5 | 0 |
| Jun 2020 | $218.5M | $140.9M | $77.6M | 5 | 0 |
| May 2020 | $218.5M | $140.9M | $77.6M | 5 | 0 |
| Apr 2020 | $218.5M | $140.9M | $77.6M | 5 | 0 |
| Mar 2020 | $218.5M | $140.9M | $77.6M | 5 | 0 |
| Dec 2019 | $188.2M | $114.6M | $73.6M | 5 | 0 |
| Dec 2019 | $188.2M | $114.6M | $73.6M | 5 | 0 |
| Dec 2019 | $188.2M | $114.6M | $73.6M | 5 | 0 |
| Jul 2019 | $188.2M | $114.6M | $73.6M | 5 | 0 |
| May 2019 | $0 | $0 | $0 | 5 | 0 |
| May 2019 | $0 | $0 | $0 | 5 | 0 |
| May 2019 | $0 | $0 | $0 | 4 | 0 |
| May 2019 | $0 | $0 | $0 | 5 | 0 |
| May 2019 | $0 | $0 | $0 | 3 | 0 |
| Apr 2019 | $0 | $0 | $0 | 3 | 0 |
| Apr 2019 | $0 | $0 | $0 | 3 | 0 |
| Apr 2019 | $0 | $0 | $0 | 3 | 0 |
| Apr 2019 | $0 | $0 | $0 | 3 | 0 |
DateDec 2025
Total AUM$827.6M
Discretionary$681.5M
Non-Disc.$146.1M
Employees16
Clients3
DateOct 2025
Total AUM$827.6M
Discretionary$681.5M
Non-Disc.$146.1M
Employees16
Clients3
DateApr 2025
Total AUM$827.6M
Discretionary$681.5M
Non-Disc.$146.1M
Employees16
Clients3
DateFeb 2025
Total AUM$827.6M
Discretionary$681.5M
Non-Disc.$146.1M
Employees16
Clients3
DateOct 2024
Total AUM$740.4M
Discretionary$584.4M
Non-Disc.$156.1M
Employees13
Clients3
DateSep 2024
Total AUM$740.4M
Discretionary$584.4M
Non-Disc.$156.1M
Employees13
Clients3
DateJun 2024
Total AUM$740.4M
Discretionary$584.4M
Non-Disc.$156.1M
Employees13
Clients3
DateMar 2024
Total AUM$740.4M
Discretionary$584.4M
Non-Disc.$156.1M
Employees13
Clients3
DateOct 2023
Total AUM$398.9M
Discretionary$262.9M
Non-Disc.$136M
Employees11
Clients12
DateSep 2023
Total AUM$398.9M
Discretionary$262.9M
Non-Disc.$136M
Employees11
Clients12
DateAug 2023
Total AUM$398.9M
Discretionary$262.9M
Non-Disc.$136M
Employees11
Clients12
DateJun 2023
Total AUM$398.9M
Discretionary$262.9M
Non-Disc.$136M
Employees8
Clients12
DateApr 2023
Total AUM$398.9M
Discretionary$262.9M
Non-Disc.$136M
Employees8
Clients12
DateMar 2023
Total AUM$398.9M
Discretionary$262.9M
Non-Disc.$136M
Employees8
Clients12
DateMar 2023
Total AUM$398.9M
Discretionary$262.9M
Non-Disc.$136M
Employees8
Clients12
DateMar 2023
Total AUM$398.9M
Discretionary$262.9M
Non-Disc.$136M
Employees8
Clients12
DateOct 2022
Total AUM$396.3M
Discretionary$253.6M
Non-Disc.$142.7M
Employees7
Clients12
DateOct 2022
Total AUM$396.3M
Discretionary$253.6M
Non-Disc.$142.7M
Employees7
Clients12
DateMay 2022
Total AUM$396.3M
Discretionary$253.6M
Non-Disc.$142.7M
Employees7
Clients12
DateApr 2022
Total AUM$396.3M
Discretionary$253.6M
Non-Disc.$142.7M
Employees7
Clients12
DateApr 2022
Total AUM$396.3M
Discretionary$253.6M
Non-Disc.$142.7M
Employees7
Clients12
DateApr 2022
Total AUM$396.3M
Discretionary$253.6M
Non-Disc.$142.7M
Employees7
Clients12
DateMar 2022
Total AUM$396.3M
Discretionary$253.6M
Non-Disc.$142.7M
Employees7
Clients12
DateApr 2021
Total AUM$260.5M
Discretionary$168.3M
Non-Disc.$92.2M
Employees6
Clients23
DateMar 2021
Total AUM$260.5M
Discretionary$168.3M
Non-Disc.$92.2M
Employees6
Clients23
DateFeb 2021
Total AUM$218.5M
Discretionary$140.9M
Non-Disc.$77.6M
Employees5
Clients0
DateJul 2020
Total AUM$218.5M
Discretionary$140.9M
Non-Disc.$77.6M
Employees5
Clients0
DateJun 2020
Total AUM$218.5M
Discretionary$140.9M
Non-Disc.$77.6M
Employees5
Clients0
DateJun 2020
Total AUM$218.5M
Discretionary$140.9M
Non-Disc.$77.6M
Employees5
Clients0
DateMay 2020
Total AUM$218.5M
Discretionary$140.9M
Non-Disc.$77.6M
Employees5
Clients0
DateApr 2020
Total AUM$218.5M
Discretionary$140.9M
Non-Disc.$77.6M
Employees5
Clients0
DateMar 2020
Total AUM$218.5M
Discretionary$140.9M
Non-Disc.$77.6M
Employees5
Clients0
DateDec 2019
Total AUM$188.2M
Discretionary$114.6M
Non-Disc.$73.6M
Employees5
Clients0
DateDec 2019
Total AUM$188.2M
Discretionary$114.6M
Non-Disc.$73.6M
Employees5
Clients0
DateDec 2019
Total AUM$188.2M
Discretionary$114.6M
Non-Disc.$73.6M
Employees5
Clients0
DateJul 2019
Total AUM$188.2M
Discretionary$114.6M
Non-Disc.$73.6M
Employees5
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0