VERUM PARTNERS LLC

CRD #301058 SEC #801-115236 CHARLOTTE, NC (980) 771-3999

SEC Registered

Total AUM

$827.6M

Discretionary

$681.5M

Employees

Clients

101

Accounts

1,392

Firm Details

Organization Type: Limited Liability Company
State of Formation: North Carolina
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Dec 4, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BARR, DUSTIN, ANTHONY	I	PARTNER AND CO-FOUNDER	NA	Control
BARR, DUSTIN, ANTHONY	I	PARTNER AND CO-FOUNDER	NA	Control
BARR, DUSTIN, ANTHONY	I	PARTNER AND CO-FOUNDER	NA	Control
BARR, DUSTIN, ANTHONY	I	PARTNER AND CO-FOUNDER	NA	Control
BARR, DUSTIN, ANTHONY	I	PARTNER AND CO-FOUNDER	NA	Control
BARR, DUSTIN, ANTHONY	I	FOUNDING PARTNER, SENIOR ADVISER	NA	Control
BARR, DUSTIN, ANTHONY	I	FOUNDING PARTNER, SENIOR ADVISER	NA	Control
BARR, DUSTIN, ANTHONY	I	FOUNDING PARTNER, SENIOR ADVISER	NA	Control
BARR, DUSTIN, ANTHONY	I	FOUNDING PARTNER, SENIOR ADVISER	NA	Control
BARR, DUSTIN, ANTHONY	I	FOUNDING PARTNER, SENIOR ADVISER	NA	Control
BARR, DUSTIN, ANTHONY	I	FOUNDING PARTNER, SENIOR ADVISER	NA	Control
BARR, DUSTIN, ANTHONY	I	FOUNDING PARTNER, SENIOR ADVISER	NA	Control
BARR, DUSTIN, ANTHONY	I	FOUNDING PARTNER, SENIOR ADVISER	NA	Control
BARR, DUSTIN, ANTHONY	I	FOUNDING PARTNER, SENIOR ADVISER	NA	Control
BARR, DUSTIN, ANTHONY	I	FOUNDING PARTNER, SENIOR ADVISER	NA	Control
BARR, DUSTIN, ANTHONY	I	FOUNDING PARTNER, SENIOR ADVISER	NA	Control
Bohrer, Molly	I	DIRECTOR OF CLIENT PARTNERSHIPS & DIRECTOR OF MARKETING	NA
Bohrer, Molly	I	DIRECTOR OF CLIENT PARTNERSHIPS & DIRECTOR OF MARKETING	NA
Bohrer, Molly	I	DIRECTOR OF CLIENT PARTNERSHIPS & DIRECTOR OF MARKETING	NA
Bohrer, Molly	I	DIRECTOR OF CLIENT PARTNERSHIPS & DIRECTOR OF MARKETING	NA
CROSS, OLIVER, ROANE	I	CO-FOUNDER, PARTNER AND CHIEF COMPLIANCE OFFICER	NA	Control
CROSS, OLIVER, ROANE	I	CO-FOUNDER, PARTNER AND CHIEF COMPLIANCE OFFICER	NA	Control
CROSS, OLIVER, ROANE	I	CO-FOUNDER, PARTNER AND CHIEF COMPLIANCE OFFICER	NA	Control
CROSS, OLIVER, ROANE	I	CO-FOUNDER, PARTNER AND CHIEF COMPLIANCE OFFICER	NA	Control
CROSS, OLIVER, ROANE	I	CO-FOUNDER, PARTNER AND CHIEF COMPLIANCE OFFICER	NA	Control
CROSS, OLIVER, ROANE	I	CO-FOUNDER, PARTNER AND CHIEF COMPLIANCE OFFICER	NA	Control
CROSS, OLIVER, ROANE	I	CO-FOUNDER, PARTNER AND CHIEF COMPLIANCE OFFICER	NA	Control
CROSS, OLIVER, ROANE	I	CO-FOUNDER, PARTNER AND CHIEF COMPLIANCE OFFICER	NA	Control
CROSS, OLIVER, ROANE	I	CO-FOUNDER, PARTNER AND CHIEF COMPLIANCE OFFICER	NA	Control
CROSS, OLIVER, ROANE	I	CO-FOUNDER, PARTNER AND CHIEF COMPLIANCE OFFICER	NA	Control
CROSS, OLIVER, ROANE	I	CO-FOUNDER, PARTNER AND CHIEF COMPLIANCE OFFICER	NA	Control
CROSS, OLIVER, ROANE	I	CO-FOUNDER, PARTNER AND CHIEF COMPLIANCE OFFICER	NA	Control
CROSS, OLIVER, ROANE	I	CO-FOUNDER, PARTNER AND CHIEF COMPLIANCE OFFICER	NA	Control
CROSS, OLIVER, ROANE	I	CO-FOUNDER, PARTNER AND CHIEF COMPLIANCE OFFICER	NA	Control
CROSS, OLIVER, ROANE	I	CO-FOUNDER, PARTNER AND CHIEF COMPLIANCE OFFICER	NA	Control
CROSS, OLIVER, ROANE	I	CO-FOUNDER, PARTNER AND CHIEF COMPLIANCE OFFICER	NA	Control
CROSS, OLIVER, ROANE	I	CO-FOUNDER AND PARTNER	NA	Control
CROSS, OLIVER, ROANE	I	CO-FOUNDER AND PARTNER	NA	Control
CROSS, OLIVER, ROANE	I	CO-FOUNDER AND PARTNER	NA	Control
CROSS, OLIVER, ROANE	I	CO-FOUNDER AND PARTNER	NA	Control
CROSS, OLIVER, ROANE	I	CO-FOUNDER AND PARTNER	NA	Control
CROSS, OLIVER, ROANE	I	CO-FOUNDER AND PARTNER	NA	Control
CROSS, OLIVER, ROANE	I	CO-FOUNDER AND PARTNER	NA	Control
CROSS, OLIVER, ROANE	I	FOUNDING PARTNER, SENIOR ADVISER	NA	Control
CROSS, OLIVER, ROANE	I	FOUNDING PARTNER, SENIOR ADVISER	NA	Control
CROSS, OLIVER, ROANE	I	FOUNDING PARTNER, SENIOR ADVISER	NA	Control
CROSS, OLIVER, ROANE	I	FOUNDING PARTNER, SENIOR ADVISER	NA	Control
CROSS, OLIVER, ROANE	I	FOUNDING PARTNER, SENIOR ADVISER	NA	Control
CROSS, OLIVER, ROANE	I	FOUNDING PARTNER, SENIOR ADVISER	NA	Control
CROSS, OLIVER, ROANE	I	FOUNDING PARTNER, SENIOR ADVISER	NA	Control
CROSS, OLIVER, ROANE	I	FOUNDING PARTNER, SENIOR ADVISER	NA	Control
CROSS, OLIVER, ROANE	I	FOUNDING PARTNER, SENIOR ADVISER	NA	Control
CROSS, OLIVER, ROANE	I	FOUNDING PARTNER, SENIOR ADVISER	NA	Control
CROSS, OLIVER, ROANE	I	FOUNDING PARTNER, SENIOR ADVISER	NA	Control
GAMMON, ROBERT, CHRISTOPHER	I	PARTNER AND CO-FOUNDER	NA	Control
GAMMON, ROBERT, CHRISTOPHER	I	PARTNER AND CO-FOUNDER	NA	Control
GAMMON, ROBERT, CHRISTOPHER	I	PARTNER AND CO-FOUNDER	NA	Control
GAMMON, ROBERT, CHRISTOPHER	I	PARTNER AND CO-FOUNDER	NA	Control
GAMMON, ROBERT, CHRISTOPHER	I	PARTNER AND CO-FOUNDER	NA	Control
GAMMON, ROBERT, CHRISTOPHER	I	FOUNDING PARTNER, SENIOR ADVISER	NA	Control
GAMMON, ROBERT, CHRISTOPHER	I	FOUNDING PARTNER, SENIOR ADVISER	NA	Control
GAMMON, ROBERT, CHRISTOPHER	I	FOUNDING PARTNER, SENIOR ADVISER	NA	Control
GAMMON, ROBERT, CHRISTOPHER	I	FOUNDING PARTNER, SENIOR ADVISER	NA	Control
GAMMON, ROBERT, CHRISTOPHER	I	FOUNDING PARTNER, SENIOR ADVISER	NA	Control
GAMMON, ROBERT, CHRISTOPHER	I	FOUNDING PARTNER, SENIOR ADVISER	NA	Control
GAMMON, ROBERT, CHRISTOPHER	I	FOUNDING PARTNER, SENIOR ADVISER	NA	Control
GAMMON, ROBERT, CHRISTOPHER	I	FOUNDING PARTNER, SENIOR ADVISER	NA	Control
GAMMON, ROBERT, CHRISTOPHER	I	FOUNDING PARTNER, SENIOR ADVISER	NA	Control
GAMMON, ROBERT, CHRISTOPHER	I	FOUNDING PARTNER, SENIOR ADVISER	NA	Control
GAMMON, ROBERT, CHRISTOPHER	I	FOUNDING PARTNER, SENIOR ADVISER	NA	Control
BARR, DUSTIN, ANTHONY	I	MANAGING MEMBER, CO-FOUNDER, AND PARTNER	C	Control
BARR, DUSTIN, ANTHONY	I	MANAGING MEMBER, CO-FOUNDER, AND PARTNER	C	Control
BARR, DUSTIN, ANTHONY	I	MANAGING MEMBER, CO-FOUNDER, AND PARTNER	C	Control
BARR, DUSTIN, ANTHONY	I	MANAGING MEMBER, CO-FOUNDER, AND PARTNER	C	Control
BARR, DUSTIN, ANTHONY	I	MANAGING MEMBER, CO-FOUNDER, AND PARTNER	C	Control
BARR, DUSTIN, ANTHONY	I	MANAGING MEMBER, CO-FOUNDER, AND PARTNER	C	Control
BARR, DUSTIN, ANTHONY	I	MANAGING MEMBER, CO-FOUNDER, AND PARTNER	C	Control
BARR, DUSTIN, ANTHONY	I	MANAGING MEMBER, CO-FOUNDER, AND PARTNER	C	Control
BARR, DUSTIN, ANTHONY	I	MANAGING MEMBER, CO-FOUNDER, AND PARTNER	C	Control
BARR, DUSTIN, ANTHONY	I	MANAGING MEMBER, CO-FOUNDER, AND PARTNER	C	Control
BARR, DUSTIN, ANTHONY	I	MANAGING MEMBER, CO-FOUNDER, AND PARTNER	C	Control
BARR, DUSTIN, ANTHONY	I	MANAGING MEMBER, CO-FOUNDER, AND PARTNER	C	Control
BARR, DUSTIN, ANTHONY	I	MANAGING MEMBER, CO-FOUNDER, AND PARTNER	C	Control
CROSS, OLIVER, ROANE	I	MANAGING MEMBER, CO-FOUNDER, PARTNER AND CHIEF COMPLIANCE OFFICER	C	Control
CROSS, OLIVER, ROANE	I	MANAGING MEMBER, CO-FOUNDER, PARTNER AND CHIEF COMPLIANCE OFFICER	C	Control
CROSS, OLIVER, ROANE	I	MANAGING MEMBER, CO-FOUNDER, PARTNER AND CHIEF COMPLIANCE OFFICER	C	Control
CROSS, OLIVER, ROANE	I	MANAGING MEMBER, CO-FOUNDER, PARTNER AND CHIEF COMPLIANCE OFFICER	C	Control
CROSS, OLIVER, ROANE	I	MANAGING MEMBER, CO-FOUNDER, PARTNER AND CHIEF COMPLIANCE OFFICER	C	Control
CROSS, OLIVER, ROANE	I	MANAGING MEMBER, CO-FOUNDER, PARTNER AND CHIEF COMPLIANCE OFFICER	C	Control
CROSS, OLIVER, ROANE	I	MANAGING MEMBER, CO-FOUNDER, PARTNER AND CHIEF COMPLIANCE OFFICER	C	Control
CROSS, OLIVER, ROANE	I	MANAGING MEMBER, CO-FOUNDER, PARTNER AND CHIEF COMPLIANCE OFFICER	C	Control
CROSS, OLIVER, ROANE	I	MANAGING MEMBER, CO-FOUNDER, PARTNER AND CHIEF COMPLIANCE OFFICER	C	Control
CROSS, OLIVER, ROANE	I	MANAGING MEMBER, CO-FOUNDER, PARTNER AND CHIEF COMPLIANCE OFFICER	C	Control
CROSS, OLIVER, ROANE	I	MANAGING MEMBER, CO-FOUNDER, PARTNER AND CHIEF COMPLIANCE OFFICER	C	Control
CROSS, OLIVER, ROANE	I	MANAGING MEMBER, CO-FOUNDER, PARTNER AND CHIEF COMPLIANCE OFFICER	C	Control
CROSS, OLIVER, ROANE	I	MANAGING MEMBER, CO-FOUNDER, PARTNER AND CHIEF COMPLIANCE OFFICER	C	Control
GAMMON, ROBERT, CHRISTOPHER	I	MANAGING MEMBER, CO-FOUNDER AND PARTNER	C	Control
GAMMON, ROBERT, CHRISTOPHER	I	MANAGING MEMBER, CO-FOUNDER AND PARTNER	C	Control
GAMMON, ROBERT, CHRISTOPHER	I	MANAGING MEMBER, CO-FOUNDER AND PARTNER	C	Control
GAMMON, ROBERT, CHRISTOPHER	I	MANAGING MEMBER, CO-FOUNDER AND PARTNER	C	Control
GAMMON, ROBERT, CHRISTOPHER	I	MANAGING MEMBER, CO-FOUNDER AND PARTNER	C	Control
GAMMON, ROBERT, CHRISTOPHER	I	MANAGING MEMBER, CO-FOUNDER AND PARTNER	C	Control
GAMMON, ROBERT, CHRISTOPHER	I	MANAGING MEMBER, CO-FOUNDER AND PARTNER	C	Control
GAMMON, ROBERT, CHRISTOPHER	I	MANAGING MEMBER, CO-FOUNDER AND PARTNER	C	Control
GAMMON, ROBERT, CHRISTOPHER	I	MANAGING MEMBER, CO-FOUNDER AND PARTNER	C	Control
GAMMON, ROBERT, CHRISTOPHER	I	MANAGING MEMBER, CO-FOUNDER AND PARTNER	C	Control
GAMMON, ROBERT, CHRISTOPHER	I	MANAGING MEMBER, CO-FOUNDER AND PARTNER	C	Control
GAMMON, ROBERT, CHRISTOPHER	I	MANAGING MEMBER, CO-FOUNDER AND PARTNER	C	Control
GAMMON, ROBERT, CHRISTOPHER	I	MANAGING MEMBER, CO-FOUNDER AND PARTNER	C	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	C	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	C	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	C	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	C	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	C	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	C	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	C	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	C	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	C	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	C	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	C	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	C	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	C	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	C	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	C	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	C	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	C	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	C	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	C	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	C	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	C	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	C	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	C	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	C	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	C	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	C	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	C	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	C	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	C	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	C	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	C	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE DUSTIN ANTHONY BARR REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
THE OLIVER ROANE CROSS, III REVOCABLE TRUST	DE	MEMBER	C	Control
BENNETT, ABIGAIL, ANNE	I	PARTNER, ADVISER, DIRECTOR OF FINANCIAL PLANNING	A	Control
BENNETT, ABIGAIL, ANNE	I	PARTNER, ADVISER, DIRECTOR OF FINANCIAL PLANNING	A	Control
BENNETT, ABIGAIL, ANNE	I	PARTNER, ADVISER, DIRECTOR OF FINANCIAL PLANNING	A	Control
BENNETT, ABIGAIL, ANNE	I	PARTNER, ADVISER, DIRECTOR OF FINANCIAL PLANNING	A	Control
BENNETT, ABIGAIL, ANNE	I	PARTNER, ADVISER, DIRECTOR OF FINANCIAL PLANNING	A	Control
BENNETT, ABIGAIL, ANNE	I	PARTNER, ADVISER, DIRECTOR OF FINANCIAL PLANNING	A	Control
BENNETT, ABIGAIL, ANNE	I	PARTNER, ADVISER, DIRECTOR OF FINANCIAL PLANNING	A	Control
BENNETT, ABIGAIL, ANNE	I	PARTNER, ADVISER, DIRECTOR OF FINANCIAL PLANNING	A	Control
BENNETT, ABIGAIL, ANNE	I	FOUNDING PARTNER, ADVISER	A	Control
BENNETT, ABIGAIL, ANNE	I	FOUNDING PARTNER, ADVISER	A	Control
BENNETT, ABIGAIL, ANNE	I	FOUNDING PARTNER, ADVISER	A	Control
BENNETT, ABIGAIL, ANNE	I	FOUNDING PARTNER, ADVISER	A	Control
BENNETT, ABIGAIL, ANNE	I	FOUNDING PARTNER, ADVISER	A	Control
BENNETT, ABIGAIL, ANNE	I	FOUNDING PARTNER, ADVISER	A	Control
BENNETT, ABIGAIL, ANNE	I	FOUNDING PARTNER, ADVISER	A	Control
BENNETT, ABIGAIL, ANNE	I	FOUNDING PARTNER, ADVISER, HEAD OF STRATEGIC INITIATIVES	A	Control
BENNETT, ABIGAIL, ANNE	I	FOUNDING PARTNER, ADVISER, HEAD OF STRATEGIC INITIATIVES	A	Control
BENNETT, ABIGAIL, ANNE	I	FOUNDING PARTNER, ADVISER, HEAD OF STRATEGIC INITIATIVES	A	Control
BENNETT, ABIGAIL, ANNE	I	FOUNDING PARTNER, ADVISER, HEAD OF STRATEGIC INITIATIVES	A	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	A	Control
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	DE	MEMBER	A	Control
SKIPPER, HOLLY, FRENCH	I	PARTNER, CHIEF OPERATING OFFICER, DIRECTOR OF CLIENT PARTNERSHIP	A	Control
SKIPPER, HOLLY, FRENCH	I	PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER	A	Control
SKIPPER, HOLLY, FRENCH	I	PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER	A	Control
SKIPPER, HOLLY, FRENCH	I	PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, DIRECTOR OF CLIENT PARTNERSHIP	A	Control
SKIPPER, HOLLY, FRENCH	I	PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, DIRECTOR OF CLIENT PARTNERSHIP	A	Control
SKIPPER, HOLLY, FRENCH	I	PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER	A	Control
SKIPPER, HOLLY, FRENCH	I	PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER	A	Control
SKIPPER, HOLLY, FRENCH	I	PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER	A	Control
SKIPPER, HOLLY, FRENCH	I	FOUNDING PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER	A	Control
SKIPPER, HOLLY, FRENCH	I	FOUNDING PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER	A	Control
SKIPPER, HOLLY, FRENCH	I	FOUNDING PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER	A	Control
SKIPPER, HOLLY, FRENCH	I	FOUNDING PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER	A	Control
SKIPPER, HOLLY, FRENCH	I	FOUNDING PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER	A	Control
SKIPPER, HOLLY, FRENCH	I	FOUNDING PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER	A	Control
SKIPPER, HOLLY, FRENCH	I	FOUNDING PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER	A	Control
SKIPPER, HOLLY, FRENCH	I	FOUNDING PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER	A	Control
SKIPPER, HOLLY, FRENCH	I	FOUNDING PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER	A	Control
SKIPPER, HOLLY, FRENCH	I	FOUNDING PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER	A	Control
SKIPPER, HOLLY, FRENCH	I	FOUNDING PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER	A	Control
THE JUSTIN RANDALL LOUIS REVOCABLE TRUST	DE	MEMBER	A
THE JUSTIN RANDALL LOUIS REVOCABLE TRUST	DE	MEMBER	A
WALKER THOMAS SHELTON REVOCABLE TRUST	DE	MEMBER	A
WALKER THOMAS SHELTON REVOCABLE TRUST	DE	MEMBER	A

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
BARR, DUSTIN, ANTHONY	I	THE DUSTIN ANTHONY BARR REVOCABLE TRUST	F	Control
BARR, DUSTIN, ANTHONY	I	THE DUSTIN ANTHONY BARR REVOCABLE TRUST	F	Control
BARR, DUSTIN, ANTHONY	I	THE DUSTIN ANTHONY BARR REVOCABLE TRUST	F	Control
BARR, DUSTIN, ANTHONY	I	THE DUSTIN ANTHONY BARR REVOCABLE TRUST	F	Control
BARR, DUSTIN, ANTHONY	I	THE DUSTIN ANTHONY BARR REVOCABLE TRUST	F	Control
BARR, DUSTIN, ANTHONY	I	THE DUSTIN ANTHONY BARR REVOCABLE TRUST	F	Control
BARR, DUSTIN, ANTHONY	I	THE DUSTIN ANTHONY BARR REVOCABLE TRUST	F	Control
BARR, DUSTIN, ANTHONY	I	THE DUSTIN ANTHONY BARR REVOCABLE TRUST	F	Control
BARR, DUSTIN, ANTHONY	I	THE DUSTIN ANTHONY BARR REVOCABLE TRUST	F	Control
BARR, DUSTIN, ANTHONY	I	THE DUSTIN ANTHONY BARR REVOCABLE TRUST	F	Control
BARR, DUSTIN, ANTHONY	I	THE DUSTIN ANTHONY BARR REVOCABLE TRUST	F	Control
BARR, DUSTIN, ANTHONY	I	THE DUSTIN ANTHONY BARR REVOCABLE TRUST	F	Control
BARR, DUSTIN, ANTHONY	I	THE DUSTIN ANTHONY BARR REVOCABLE TRUST	F	Control
BARR, DUSTIN, ANTHONY	I	THE DUSTIN ANTHONY BARR REVOCABLE TRUST	F	Control
BARR, DUSTIN, ANTHONY	I	THE DUSTIN ANTHONY BARR REVOCABLE TRUST	F	Control
BARR, DUSTIN, ANTHONY	I	THE DUSTIN ANTHONY BARR REVOCABLE TRUST	F	Control
BARR, DUSTIN, ANTHONY	I	THE DUSTIN ANTHONY BARR REVOCABLE TRUST	F	Control
BARR, DUSTIN, ANTHONY	I	THE DUSTIN ANTHONY BARR REVOCABLE TRUST	F	Control
BARR, DUSTIN, ANTHONY	I	THE DUSTIN ANTHONY BARR REVOCABLE TRUST	F	Control
BARR, DUSTIN, ANTHONY	I	THE DUSTIN ANTHONY BARR REVOCABLE TRUST	F	Control
BARR, DUSTIN, ANTHONY	I	THE DUSTIN ANTHONY BARR REVOCABLE TRUST	F	Control
BARR, DUSTIN, ANTHONY	I	THE DUSTIN ANTHONY BARR REVOCABLE TRUST	F	Control
BARR, DUSTIN, ANTHONY	I	THE DUSTIN ANTHONY BARR REVOCABLE TRUST	F	Control
BARR, DUSTIN, ANTHONY	I	THE DUSTIN ANTHONY BARR REVOCABLE TRUST	F	Control
BARR, DUSTIN, ANTHONY	I	THE DUSTIN ANTHONY BARR REVOCABLE TRUST	F	Control
BARR, DUSTIN, ANTHONY	I	THE DUSTIN ANTHONY BARR REVOCABLE TRUST	F	Control
BARR, DUSTIN, ANTHONY	I	THE DUSTIN ANTHONY BARR REVOCABLE TRUST	F	Control
BARR, DUSTIN, ANTHONY	I	THE DUSTIN ANTHONY BARR REVOCABLE TRUST	F	Control
BARR, DUSTIN, ANTHONY	I	THE DUSTIN ANTHONY BARR REVOCABLE TRUST	F	Control
BARR, DUSTIN, ANTHONY	I	THE DUSTIN ANTHONY BARR REVOCABLE TRUST	F	Control
CROSS, OLIVER, ROANE	I	THE OLIVER ROANE CROSS, III REVOCABLE TRUST	F	Control
CROSS, OLIVER, ROANE	I	THE OLIVER ROANE CROSS, III REVOCABLE TRUST	F	Control
CROSS, OLIVER, ROANE	I	THE OLIVER ROANE CROSS, III REVOCABLE TRUST	F	Control
CROSS, OLIVER, ROANE	I	THE OLIVER ROANE CROSS, III REVOCABLE TRUST	F	Control
CROSS, OLIVER, ROANE	I	THE OLIVER ROANE CROSS, III REVOCABLE TRUST	F	Control
CROSS, OLIVER, ROANE	I	THE OLIVER ROANE CROSS, III REVOCABLE TRUST	F	Control
CROSS, OLIVER, ROANE	I	THE OLIVER ROANE CROSS, III REVOCABLE TRUST	F	Control
CROSS, OLIVER, ROANE	I	THE OLIVER ROANE CROSS, III REVOCABLE TRUST	F	Control
CROSS, OLIVER, ROANE	I	THE OLIVER ROANE CROSS, III REVOCABLE TRUST	F	Control
CROSS, OLIVER, ROANE	I	THE OLIVER ROANE CROSS, III REVOCABLE TRUST	F	Control
CROSS, OLIVER, ROANE	I	THE OLIVER ROANE CROSS, III REVOCABLE TRUST	F	Control
CROSS, OLIVER, ROANE	I	THE OLIVER ROANE CROSS, III REVOCABLE TRUST	F	Control
CROSS, OLIVER, ROANE	I	THE OLIVER ROANE CROSS, III REVOCABLE TRUST	F	Control
CROSS, OLIVER, ROANE	I	THE OLIVER ROANE CROSS, III REVOCABLE TRUST	F	Control
CROSS, OLIVER, ROANE	I	THE OLIVER ROANE CROSS, III REVOCABLE TRUST	F	Control
CROSS, OLIVER, ROANE	I	THE OLIVER ROANE CROSS, III REVOCABLE TRUST	F	Control
CROSS, OLIVER, ROANE	I	THE OLIVER ROANE CROSS, III REVOCABLE TRUST	F	Control
CROSS, OLIVER, ROANE	I	THE OLIVER ROANE CROSS, III REVOCABLE TRUST	F	Control
CROSS, OLIVER, ROANE	I	THE OLIVER ROANE CROSS, III REVOCABLE TRUST	F	Control
CROSS, OLIVER, ROANE	I	THE OLIVER ROANE CROSS, III REVOCABLE TRUST	F	Control
CROSS, OLIVER, ROANE	I	THE OLIVER ROANE CROSS, III REVOCABLE TRUST	F	Control
CROSS, OLIVER, ROANE	I	THE OLIVER ROANE CROSS, III REVOCABLE TRUST	F	Control
CROSS, OLIVER, ROANE	I	THE OLIVER ROANE CROSS, III REVOCABLE TRUST	F	Control
CROSS, OLIVER, ROANE	I	THE OLIVER ROANE CROSS, III REVOCABLE TRUST	F	Control
CROSS, OLIVER, ROANE	I	THE OLIVER ROANE CROSS, III REVOCABLE TRUST	F	Control
CROSS, OLIVER, ROANE	I	THE OLIVER ROANE CROSS, III REVOCABLE TRUST	F	Control
CROSS, OLIVER, ROANE	I	THE OLIVER ROANE CROSS, III REVOCABLE TRUST	F	Control
CROSS, OLIVER, ROANE	I	THE OLIVER ROANE CROSS, III REVOCABLE TRUST	F	Control
CROSS, OLIVER, ROANE	I	THE OLIVER ROANE CROSS, III REVOCABLE TRUST	F	Control
CROSS, OLIVER, ROANE	I	THE OLIVER ROANE CROSS, III REVOCABLE TRUST	F	Control
GAMMON, ROBERT, CHRISTOPHER	I	REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	F	Control
GAMMON, ROBERT, CHRISTOPHER	I	REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	F	Control
GAMMON, ROBERT, CHRISTOPHER	I	REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	F	Control
GAMMON, ROBERT, CHRISTOPHER	I	REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	F	Control
GAMMON, ROBERT, CHRISTOPHER	I	REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	F	Control
GAMMON, ROBERT, CHRISTOPHER	I	REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	F	Control
GAMMON, ROBERT, CHRISTOPHER	I	REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	F	Control
GAMMON, ROBERT, CHRISTOPHER	I	REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	F	Control
GAMMON, ROBERT, CHRISTOPHER	I	REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	F	Control
GAMMON, ROBERT, CHRISTOPHER	I	REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	F	Control
GAMMON, ROBERT, CHRISTOPHER	I	REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	F	Control
GAMMON, ROBERT, CHRISTOPHER	I	REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	F	Control
GAMMON, ROBERT, CHRISTOPHER	I	REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	F	Control
GAMMON, ROBERT, CHRISTOPHER	I	REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	F	Control
GAMMON, ROBERT, CHRISTOPHER	I	REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	F	Control
GAMMON, ROBERT, CHRISTOPHER	I	REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	F	Control
GAMMON, ROBERT, CHRISTOPHER	I	REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	F	Control
GAMMON, ROBERT, CHRISTOPHER	I	REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	F	Control
GAMMON, ROBERT, CHRISTOPHER	I	REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	F	Control
GAMMON, ROBERT, CHRISTOPHER	I	REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	F	Control
GAMMON, ROBERT, CHRISTOPHER	I	REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	F	Control
GAMMON, ROBERT, CHRISTOPHER	I	REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	F	Control
GAMMON, ROBERT, CHRISTOPHER	I	REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	F	Control
GAMMON, ROBERT, CHRISTOPHER	I	REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	F	Control
GAMMON, ROBERT, CHRISTOPHER	I	REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	F	Control
GAMMON, ROBERT, CHRISTOPHER	I	REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	F	Control
GAMMON, ROBERT, CHRISTOPHER	I	REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	F	Control
GAMMON, ROBERT, CHRISTOPHER	I	REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	F	Control
GAMMON, ROBERT, CHRISTOPHER	I	REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	F	Control
GAMMON, ROBERT, CHRISTOPHER	I	REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON	F	Control

Registrations

Federal

Dec 4, 2025 REGISTERED

Notice Filings (9)

CT FL GA NC NY SC TN TX VA

Address

2333 RANDOLPH ROAD
SUITE 250
CHARLOTTE, NC 28207
United States

Phone: (980) 771-3999