Verity Asset Management
Durham, NC·SEC-registered · CRD #158667
Verity Asset Management is an SEC-registered investment advisory firm in Durham, NC managing $1.2B across 7.6k client accounts, with 54 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.2B
Client accounts
7.6k
Advisory staff
54
Fee model
Fee-based
How Verity Asset Management 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 Verity Asset Management
How much does Verity Asset Management manage?
Per its most recent SEC Form ADV filing (06/05/2026), Verity Asset Management reports $1.2B in regulatory assets under management across roughly 7.6k client accounts.
How does Verity Asset Management charge?
Verity Asset Management 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 Verity Asset Management a fiduciary?
Yes. Verity Asset Management is registered with the U.S. Securities and Exchange Commission (CRD #158667), 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 Verity Asset Management 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 Verity Asset Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Verity Asset Management's public SEC Form ADV filing (CRD #158667, filed 06/05/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Verity Asset Management. 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 Verity Asset Management? Claim this profile.