Overview
Assets Under Management: $1.2 billion
Headquarters: BEAUFORT, SC
High-Net-Worth Clients: 266
Average Client Assets: $4 million
Frequently Asked Questions
VERITY AND VERITY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #119630), VERITY AND VERITY, LLC is subject to fiduciary duty under federal law.
VERITY AND VERITY, LLC is headquartered in BEAUFORT, SC.
VERITY AND VERITY, LLC serves 266 high-net-worth clients according to their SEC filing dated August 26, 2025. View client details ↓
According to their SEC Form ADV, VERITY AND VERITY, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
VERITY AND VERITY, LLC manages $1.2 billion in client assets according to their SEC filing dated August 26, 2025.
According to their SEC Form ADV, VERITY AND VERITY, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 266
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.54
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 993
Discretionary Accounts: 986
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 119630
Filing ID: 2011285
Last Filing Date: 2025-08-26 10:21:00
Website: https://kbc.team