|
⚲
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| Verity and Verity LLC
✚
| |
|---|---|
| CRD # | 119630 |
| SEC # | 801-63829 |
| CIK # | 0001542108 |
| AUM | $938.8 MM (2024-06-26) |
| Employees | 13 (85% Investors, 0% Brokers) |
| Phone | 843-379-6661 |
| Address | 2015 Boundary Street Beaufort, SC 29902 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AVGO | 201,282.9 | 43.8 | |
| MSFT | 1,918,222.4 | 28.7 | |
| ABBV | 269,466.6 | 26.4 | |
| CVX | 294,604.1 | 25.8 | |
| AMGN | 130,083.0 | 25.7 | |
| AAPL | 2,382,844.0 | 24.4 | |
| RTX | 139,471.0 | 24.0 | |
| GLW | 27,449.9 | 23.8 | |
| GILD | 78,030.8 | 23.7 | |
| JPM | 340,169.2 | 22.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 151 | 91.3 |
| (b) Individuals (high net worth individuals) | 269 | 789.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 44.4 |
| (h) Charitable organizations | 5 | 13.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 830 | 938.8 |
| By Discretionary | ||
| Discretionary | 823 | 930.9 |
| Non-Discretionary | 7 | 7.9 |
| Total | 830 | 938.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 938.8 | |
| Total | 830 | 938.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001542108] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Galilei Investment Office LLP
✚
|
1.0 | |
|
Fishman Jay A Ltd
✚
|
MI | 1.0 |
|
CS Planning Corp
✚
|
OR | 1.0 |
|
Waypoint Capital Advisors LLC
✚
|
MN | 0.9 |
|
PrairieView Partners LLC
✚
|
MN | 0.9 |
|
Enclave Advisors LLC
✚
|
TX | 0.9 |
|
Callahan Advisors LLC
✚
|
TX | 0.9 |
|
Rappaport Reiches Capital Management LLC
✚
|
IL | 0.9 |
|
Verus Financial Partners Inc
✚
|
VA | 0.9 |
|
Private Advisory Group LLC
✚
|
WA | 0.9 |