Veratis Advisors, INC.
Cary, NC·SEC-registered · CRD #117892
Veratis Advisors, INC. is an SEC-registered investment advisory firm in Cary, NC managing $6.0B across 612 client accounts, with 4 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$6.0B
Client accounts
612
Advisory staff
4
Fee model
Fee-based
How Veratis Advisors, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Veratis Advisors, INC.
How much does Veratis Advisors, INC. manage?
Per its most recent SEC Form ADV filing (03/31/2026), Veratis Advisors, INC. reports $6.0B in regulatory assets under management across roughly 612 client accounts.
How does Veratis Advisors, INC. charge?
Veratis Advisors, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Veratis Advisors, INC. a fiduciary?
Yes. Veratis Advisors, INC. is registered with the U.S. Securities and Exchange Commission (CRD #117892), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Veratis Advisors, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Veratis Advisors, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Cary, NC
Profile compiled from Veratis Advisors, INC.'s public SEC Form ADV filing (CRD #117892, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Veratis Advisors, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Veratis Advisors, INC.? Claim this profile.