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| Verity and Verity LLC
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|---|---|
| CRD # | 119630 |
| SEC # | 801-63829 |
| CIK # | 0001542108 |
| AUM | 1,399.6 M (2026-03-18) |
| Employees | 16 (81% Investors, 0% Brokers) |
| Phone | 843-379-6661 |
| Address | 2015 Boundary Street Beaufort, SC 29902 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Broadcom Inc | 0.1 | ||
| United Technologies Corp /DE/ | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Gilead Sciences Inc | 0.0 | ||
| Pfizer Inc | 0.0 | ||
| State Street Corp | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Amgen Inc | 0.0 | ||
| Chevron Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 195 | 1,088.4 |
| (b) Individuals (high net worth individuals) | 264 | 213.1 |
| (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 | 0 | 5.7 |
| (h) Charitable organizations | 5 | 37.0 |
| (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 | 8 | 55.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,101 | 1,399.6 |
| By Discretionary | ||
| Discretionary | 1,094 | 1,396.8 |
| Non-Discretionary | 7 | 2.8 |
| Total | 1,101 | 1,399.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,399.6 | |
| Total | 1,101 | 1,399.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001542108] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 25 |
| Serves | Institutional, Retail |
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|---|---|---|
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