VERITY AND VERITY, LLC
C22
CRD 119630·SEC 801-63829·BEAUFORT, SC
AUM
$1.40B
$1B+
Est. Revenue
$14.0M
@ 1% on AUM
Est. EBITDA
$4.2M
@ 30% margin
Est. Deal Value
$33.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $415.1M
'21 · $563.7M
'22 · $561.3M
'23 · $742.7M
'25 · $1.21B
'26 · $1.40B
'20'26
$415.1M → $1.40B▲ +237%
Client mix
| Individuals High Net Worth | 264 |
| Individuals Other | 195 |
| Corporations | 8 |
| Charitable Organizations | 5 |
Operations
Advisory staff (5-yr trend)
'20 · 7 advisors
'21 · 9 advisors
'22 · 10 advisors
'23 · 10 advisors
'25 · 12 advisors
'26 · 13 advisors
'20'26
7 advisors → 13 advisors▲ +86%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (16)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
PO BOX 1086BEAUFORT, SC 29901
Business
2015 BOUNDARY STREETSUITE 315BEAUFORT, SC 29902
Edgar Recent Filings
13F-HR2026-04-15 · 0001542108-26-000002
13F-HR2026-02-10 · 0001542108-26-000001
Rdap Nameservers
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