DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

VERITY INVESTMENT PARTNERS

VERITY AND VERITY, LLC, CRD 119630

BEAUFORT, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:48fd89cf-503f-18ee-c68a-ef1ba50d4f23

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 32
Dated events: 9
On other graphs: 0
Observed: Jan 26, 2012 to Mar 18, 2026
59 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.4BItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.4B
Private client RAUM: $1.3BderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 12
RAUM per advisor: $117Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 16
Advisory employees: 13
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 1,101
Individual clients: 195
High net worth clients: 264
Custody, client assets: $180M
SEC number: 801-63829
CIK: 1542108
CRD: 119630
Filings on the tape: 59
First filed: Jan 26, 2012
Latest filed: Mar 18, 2026
Organised: Limited Liability Company, SC
Website: verityvip.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CHARLES COLLINS ANDERSON	n/a	San Antonio, TX \| BEAUFORT, SC	5	26	2	no
WILLIAM WYMOND VERITY	n/a	Edwards, CO \| BEAUFORT, SC	5	24	3	no
JONATHAN GEORGE VERITY	n/a	BEAUFORT, SC	5	28	2	no
MICHAEL WAYNE NIX	Chartered Financial Analyst	BEAUFORT, SC	5	31	3	no
PAULA MURRAY VERITY	n/a	BEAUFORT, SC \| Edwards, CO	5	23	1	no
MICHAEL PAUL KUEHN	Chartered Financial Analyst	BEAUFORT, SC	5	19	3	no
ANDREW KEVIN JONES	Certified Financial Planner	BEAUFORT, SC	5	17	2	no
EDWARD PINCKNEY TAYLOR	n/a	BEAUFORT, SC	5	14	3	no
JESSICA LEIGH RUSNOCK	Certified Financial Planner	BEAUFORT, SC \| Edwards, CO	5	10	1	no
KEITH RICHARD BOSCO	n/a	Bluffton, SC	3	19	2	no
David Alexander Poole	n/a	Dover, MA \| BEAUFORT, SC	1	24	3	no
MICHAEL ANDREW KLAIBER	Chartered Financial Analyst	BEAUFORT, SC \| Charlotte, NC	0	11	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
VERITY FAMILY VENTURES, INC.	Member	D	yes	03/2023	Mar 18, 2026	Mar 18, 2026
VERITY, PAULA, MURRAY	CHIEF FINANCIAL OFFICER	Na	yes	03/2023	Mar 18, 2026	Mar 18, 2026
VERITY, WILLIAM, WYMOND	MANAGING MEMBER/PRESIDENT/DIRECTOR	Na	yes	02/2002	Mar 18, 2026	Mar 18, 2026
ANDERSON, CHARLES, COLLINS	Shareholder	E	yes	10/2013	Oct 22, 2013	Nov 8, 2024
NIX, MICHAEL, WAYNE	Shareholder	E	yes	04/2019	Apr 27, 2018	Nov 8, 2024
VERITY, WILLIAM, WYMOND	Shareholder	E	yes	03/2023	Jan 26, 2012	Nov 8, 2024
AFP LEGACY LTD.	Member	B	no	10/2013	Mar 18, 2026	Mar 18, 2026
INVICTUS INVESTMENT CORPORATION	Member	A	no	02/2018	Mar 18, 2026	Mar 18, 2026
OLVERA, TANYA, MICHELLE	CHIEF COMPLIANCE OFFICER	Na	no	11/2023	Mar 18, 2026	Mar 18, 2026
AFP LEGACY LTD.	Member	B	no	10/2013	Mar 16, 2021	Nov 8, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Edwards	Co	United States	3	no
Bluffton	Sc	United States	1	no
SAN ANTONIO	TX	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026	$1.4B	$1.4B	16	13	4	n/a	n/a
2024	Mar 28, 2025	$1.2B	$1.2B	15	12	3	n/a	n/a
2023	Mar 27, 2024	$939M	$931M	13	11	3	n/a	n/a
2022	Mar 7, 2023	$840M	$833M	13	10	3	n/a	n/a
2021	Mar 22, 2022	$743M	$731M	10	10	3	n/a	n/a
2020	Mar 16, 2021	$561M	$551M	10	10	3	n/a	n/a
2019	Mar 19, 2020	$564M	$564M	9	9	2	n/a	n/a
2018	Feb 19, 2019	$415M	$415M	9	7	2	n/a	n/a
2017	Feb 26, 2018	$409M	$409M	8	7	2	n/a	n/a
2016	Mar 14, 2017	$322M	$322M	7	6	n/a	n/a	n/a
2015	Feb 3, 2016	$256M	$256M	7	6	n/a	n/a	n/a
2014	Feb 17, 2015	$249M	$246M	7	6	n/a	n/a	n/a
2013	Mar 13, 2014	$218M	$215M	6	5	n/a	n/a	n/a
2012	Mar 6, 2013	$154M	$152M	5	3	n/a	n/a	n/a
2011	Jan 26, 2012	$121M	$120M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.4B	$1.2B	16.1%	$840M	18.5%	16	15	4	3

Relationships

Registered with (13)

← MICHAEL ANDREW KLAIBERAdvisorregistration: previous registration
Jul 29, 2017 to Dec 31, 2020factForm ADV
← David Alexander PooleAdvisorregistration: current employment
Sep 26, 2024 to presentfactForm ADV
← KEITH RICHARD BOSCOAdvisorregistration: current employment
May 9, 2023 to presentfactForm ADV
← JESSICA LEIGH RUSNOCKAdvisorregistration: current employment
Jun 1, 2021 to presentfactForm ADV
← MICHAEL WAYNE NIXAdvisorregistration: previous registration
Apr 11, 2018 to Dec 31, 2020factForm ADV
← PAULA MURRAY VERITYAdvisorregistration: previous registration
Sep 29, 2003 to Dec 31, 2020factForm ADV
← MICHAEL PAUL KUEHNAdvisorregistration: previous registration
Apr 4, 2019 to Dec 31, 2020factForm ADV
← ANDREW KEVIN JONESAdvisorregistration: previous registration
May 13, 2013 to Dec 31, 2020factForm ADV
← EDWARD PINCKNEY TAYLORAdvisorregistration: previous registration
May 2, 2019 to Dec 31, 2020factForm ADV
← CHARLES COLLINS ANDERSONAdvisorregistration: previous registration
Jan 12, 2009 to Dec 31, 2020factForm ADV
← WILLIAM WYMOND VERITYAdvisorregistration: previous registration
Apr 11, 2002 to Dec 31, 2020factForm ADV
← JONATHAN GEORGE VERITYAdvisorregistration: previous registration
Oct 20, 2005 to Dec 31, 2020factForm ADV
← JOSEPH J COSTIGANAdvisorregistration: previous registration
Oct 16, 2014 to Feb 3, 2020factForm ADV

Controls (5)

← ANDERSON, CHARLES, COLLINSOwnerSHAREHOLDER, ownership code E, individual
Oct 22, 2013 to Nov 8, 2024factForm ADV
← VERITY, WILLIAM, WYMONDOwnerSHAREHOLDER, ownership code E, individual
Jan 26, 2012 to Nov 8, 2024factForm ADV
← NIX, MICHAEL, WAYNEOwnerSHAREHOLDER, ownership code E, individual
Apr 27, 2018 to Nov 8, 2024factForm ADV
← VERITY, PAULA, MURRAYOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Jan 26, 2012 to Nov 8, 2024factForm ADV
← VERITY FAMILY VENTURES, INC.OwnerMEMBER, ownership code D, domestic entity
Mar 27, 2023 to Nov 8, 2024factForm ADV

Owns (3)

← OLVERA, TANYA, MICHELLEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 9, 2023 to Nov 8, 2024factForm ADV
← AFP LEGACY LTD.OwnerMEMBER, ownership code B, domestic entity
Mar 16, 2021 to Nov 8, 2024factForm ADV
← INVICTUS INVESTMENT CORPORATIONOwnerMEMBER, ownership code A, domestic entity
Mar 16, 2021 to Nov 8, 2024factForm ADV

Dated events

Occurred
Mar 28, 2025
Regulatory AUM changed
Verity Investment Partners reported RAUM $1.2B, up 28% from $938.8M (2024-11-08 to 2025-03-28)
Form ADVobserved 4 days ago
$267M
Occurred
Nov 9, 2023
Control person joined
Michelle Tanya Olvera (Chief Compliance Officer) appeared on Schedule A of Verity Investment Partners
Form ADVobserved 4 days ago
Occurred
Sep 18, 2023
Control person left
William Michael Kronket (Chief Compliance Officer) no longer on Schedule A of Verity Investment Partners (listed 2023-08-03, absent 2023-09-18)
Form ADVobserved 4 days ago
Occurred
Mar 7, 2023
Control person joined
William Michael Kronket (Chief Compliance Officer) appeared on Schedule A of Verity Investment Partners
Form ADVobserved 4 days ago
Occurred
Mar 22, 2022
Regulatory AUM changed
Verity Investment Partners reported RAUM $742.7M, up 32% from $561.3M (2021-09-02 to 2022-03-22)
Form ADVobserved 4 days ago
$181M
Occurred
Mar 16, 2021
Control person left
George Jonathan Verity (Member) no longer on Schedule A of Verity Investment Partners (listed 2021-02-08, absent 2021-03-16)
Form ADVobserved 4 days ago
Occurred
Mar 19, 2020
Regulatory AUM changed
Verity Investment Partners reported RAUM $563.7M, up 36% from $415.1M (2019-08-05 to 2020-03-19)
Form ADVobserved 4 days ago
$149M
Occurred
Mar 19, 2020
Control person left
J Joseph Costigan (Director Of Research/Senior Pm) no longer on Schedule A of Verity Investment Partners (listed 2019-08-05, absent 2020-03-19)
Form ADVobserved 4 days ago
Occurred
Feb 19, 2019
Control person joined
J Joseph Costigan (Director Of Research/Senior Pm) appeared on Schedule A of Verity Investment Partners
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:48fd89cf-503f-18ee-c68a-ef1ba50d4f23
First observed: Jan 26, 2012
Last observed: Mar 18, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

VERITY INVESTMENT PARTNERS

VERITY AND VERITY, LLC, CRD 119630

BEAUFORT, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:48fd89cf-503f-18ee-c68a-ef1ba50d4f23

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:12 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHARLES COLLINS ANDERSON

n/a

San Antonio, TX | BEAUFORT, SC

WILLIAM WYMOND VERITY

n/a

Edwards, CO | BEAUFORT, SC

JONATHAN GEORGE VERITY

n/a

BEAUFORT, SC

MICHAEL WAYNE NIX

Chartered Financial Analyst

BEAUFORT, SC

PAULA MURRAY VERITY

n/a

BEAUFORT, SC | Edwards, CO

MICHAEL PAUL KUEHN

Chartered Financial Analyst

BEAUFORT, SC

ANDREW KEVIN JONES

Certified Financial Planner

BEAUFORT, SC

EDWARD PINCKNEY TAYLOR

n/a

BEAUFORT, SC

JESSICA LEIGH RUSNOCK

Certified Financial Planner

BEAUFORT, SC | Edwards, CO

KEITH RICHARD BOSCO

n/a

Bluffton, SC

David Alexander Poole

n/a

Dover, MA | BEAUFORT, SC

MICHAEL ANDREW KLAIBER

Chartered Financial Analyst

BEAUFORT, SC | Charlotte, NC

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

VERITY FAMILY VENTURES, INC.

Member

yes

03/2023

Mar 18, 2026

VERITY, PAULA, MURRAY

CHIEF FINANCIAL OFFICER

yes

03/2023

Mar 18, 2026

VERITY, WILLIAM, WYMOND

MANAGING MEMBER/PRESIDENT/DIRECTOR

yes

02/2002

Mar 18, 2026

ANDERSON, CHARLES, COLLINS

Shareholder

yes

10/2013

Oct 22, 2013

Nov 8, 2024

NIX, MICHAEL, WAYNE

Shareholder

yes

04/2019

Apr 27, 2018

Nov 8, 2024

VERITY, WILLIAM, WYMOND

Shareholder

yes

03/2023

Jan 26, 2012

Nov 8, 2024

AFP LEGACY LTD.

Member

10/2013

Mar 18, 2026

INVICTUS INVESTMENT CORPORATION

Member

02/2018

Mar 18, 2026

OLVERA, TANYA, MICHELLE

CHIEF COMPLIANCE OFFICER

11/2023

Mar 18, 2026

AFP LEGACY LTD.

Member

10/2013

Mar 16, 2021

Nov 8, 2024

City

State

Country

Employees

Also broker-dealer

Edwards

United States

Bluffton

United States

SAN ANTONIO

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$1.4B

n/a

2024

Mar 28, 2025

$1.2B

n/a

2023

Mar 27, 2024

$939M

$931M

n/a

2022

Mar 7, 2023

$840M

$833M

n/a

2021

Mar 22, 2022

$743M

$731M

n/a

2020

Mar 16, 2021

$561M

$551M

n/a

2019

Mar 19, 2020

$564M

n/a

2018

Feb 19, 2019

$415M

n/a

2017

Feb 26, 2018

$409M

n/a

2016

Mar 14, 2017

$322M

n/a

2015

Feb 3, 2016

$256M

n/a

2014

Feb 17, 2015

$249M

$246M

n/a

2013

Mar 13, 2014

$218M

$215M

n/a

2012

Mar 6, 2013

$154M

$152M

n/a

2011

Jan 26, 2012

$121M

$120M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.4B

$1.2B

16.1%

$840M

18.5%