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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) |
| Fees | |
| Minimum | |
| Phone | 843-379-6661 |
| Address | 2015 Boundary Street Beaufort, SC 29902 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001542108 |
| Sector | Form 13F Holdings | Value ($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 | |
| Accenture PLC | 0.0 | |
| PepsiCo Inc | 0.0 | |
| Denali Holding Inc | 0.0 | |
| Apple Inc | 0.0 | |
| Enbridge Inc | 0.0 | |
| VICI Properties Inc | 0.0 | |
| Oneok Inc /New/ | 0.0 | |
| Johnson & Johnson | 0.0 | |
| Verizon Communications Inc | 0.0 | |
| FPL Group Inc | 0.0 | |
| Canadian Natural Resources Ltd | 0.0 | |
| Texas Instruments Inc | 0.0 | |
| AMB Property Corp | 0.0 | |
| Target Corp | 0.0 | |
| Union First Market Bankshares Corp | 0.0 | |
| Cisco Systems Inc | 0.0 | |
| Altria Group Inc | 0.0 | |
| Fidelity National Financial Inc | 0.0 | |
| Prudential Financial Inc | 0.0 | |
| Lockheed Martin Corp | 0.0 | Prev | Page 1 | Next |
| 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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|
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|
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✚
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PA | 1,395.3 M |
|
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✚
|
GA | 1,394.5 M |