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| Happy Holidays!! thanks for using AUM13F!! |
| Verity and Verity LLC
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| CRD # | 119630 |
| SEC # | 801-63829 |
| CIK # | 0001542108 |
| AUM | $1.2 B (2025-03-28) |
| Employees | 15 (80% Investors, 0% Brokers) |
| Phone | 843-379-6661 |
| Address | 2015 Boundary Street Beaufort, SC 29902 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001542108 |
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Broadcom Inc | 0.1 | |
| Microsoft Corp | 0.0 | |
| J P Morgan Chase & Co | 0.0 | |
| United Technologies Corp /DE/ | 0.0 | |
| AbbVie Inc | 0.0 | |
| Gilead Sciences Inc | 0.0 | |
| Chevron Corp | 0.0 | |
| State Street Corp | 0.0 | |
| Amgen Inc | 0.0 | |
| PepsiCo Inc | 0.0 | |
| Apple Inc | 0.0 | |
| Enbridge Inc | 0.0 | |
| Texas Instruments Inc | 0.0 | |
| Oneok Inc /New/ | 0.0 | |
| Verizon Communications Inc | 0.0 | |
| Prudential Financial Inc | 0.0 | |
| Cisco Systems Inc | 0.0 | |
| FPL Group Inc | 0.0 | |
| International Business Machines Corp | 0.0 | |
| MetLife Inc | 0.0 | |
| National Retail Properties Inc | 0.0 | |
| VICI Properties Inc | 0.0 | |
| Altimar Acquisition Corp | 0.0 | |
| United Parcel Service Inc | 0.0 | |
| Altria Group Inc | 0.0 | |
| LyondellBasell Industries NV | 0.0 | |
| Johnson & Johnson | 0.0 | |
| Exxon Mobil Corp | 0.0 | |
| Corning Inc /NY | 0.0 | |
| Medtronic Holdings Ltd | 0.0 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 169 | 178.2 |
| (b) Individuals (high net worth individuals) | 266 | 1,007.4 |
| (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 | 5.0 |
| (h) Charitable organizations | 5 | 15.2 |
| (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 | 993 | 1,205.9 |
| By Discretionary | ||
| Discretionary | 986 | 1,203.6 |
| Non-Discretionary | 7 | 2.3 |
| Total | 993 | 1,205.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,205.9 | |
| Total | 993 | 1,205.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001542108] |
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|---|---|---|
|
Recurrent Investment Advisors LLC
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|
TX | 1.2 |
|
Financial Symmetry Incorporated
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NC | 1.2 |
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JGP Wealth Management LLC
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OR | 1.2 |
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Seven Springs Wealth Group LLC
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TN | 1.2 |
|
Valley Wealth Strategies LLC
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CA | 1.2 |
|
SBK Financial Inc
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VA | 1.2 |
|
Tribridge Partners Financial LLC
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MD | 1.2 |
|
Fusion Family Wealth LLC
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|
NY | 1.2 |
|
Forge Financial Services LLC
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|
OK | 1.2 |
|
Sanderson Wealth Management LLC
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|
NY | 1.2 |