Verity & Verity is an investment advisor in Beaufort with $840.09 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
20559413
SEC advisor number
801-63829
FINRA CRD number
119630
AUM ?
$840.09 mm
(as of 5 Jun 23)
Accounts
713
(as of 5 Jun 23)
Employees
13
(10 investment advisory or research)
Address
Verity & Verity
2015 BOUNDARY STREET
SUITE 315
BEAUFORT
SC 29902
2015 BOUNDARY STREET
SUITE 315
BEAUFORT
SC 29902
Office hours
Monday - Friday, 8:30 AM - 4:30 PM
Phone
843-379-6661
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Verity, William, Wymond | Managing Member/president/director | 02/2002 | < 5% |
Verity, Paula, Murray | Chief Financial Officer | 03/2023 | < 5% |
Invictus Investment Corporation | Member | 02/2018 | 5-10% |
Afp Legacy LTD. | Member | 10/2013 | 10-25% |
Anderson, Charles, Collins | Shareholder | 10/2013 | > 75% |
Nix, Michael, Wayne | Shareholder | 04/2019 | > 75% |
Kronket, Michael, William | Chief Compliance Officer | 03/2023 | < 5% |
Verity Family Ventures, Inc. | Member | 03/2023 | 50-75% |
Verity, William, Wymond | Shareholder | 03/2023 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
2 May 24
13F-HR
Quarterly holdings report by institutional manager
24 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
3 Apr 23
13F-HR
Quarterly holdings report by institutional manager
11 Jan 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Aug 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22