DFX Intelligence

Data Factory

RIA / WealthAdvisorChartered Financial Analyst20 years in industry

MALCOLM MCEACHERN TREVILLIAN

Advisor at VERITY ASSET MANAGEMENT

DURHAM, NC

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:8a420f18-747a-315e-cb01-d682b5c6e996

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 8, 2006 to Sep 14, 2026

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

Current firm: VERITY ASSET MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 8, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Analyst
First registration: Jun 8, 2006
Dual registered: no
IAPD individual key: 1001676

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VERITY ASSET MANAGEMENT	Independent wealth	Jul 29, 2011	n/a	yes	DURHAM, NC\|DURHAM, NC	Current employment
VERITY INVESTMENTS, INC.	n/a	Mar 19, 2009	Jul 29, 2011	no	DURHAM, NC	Previous registration
COMPERIO RETIREMENT CONSULTING, INC.	Institutional manager	Jun 8, 2006	Dec 8, 2009	no	CHAPEL HILL, NC	Previous registration
CHAPEL HILL INVESTMENT ADVISORS	Former SEC adviser	Jun 8, 2006	Dec 8, 2009	no	CHAPEL HILL, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VERITY INVESTMENTS, INC.	VERITY ASSET MANAGEMENT	Jul 29, 2011	Jul 29, 2011	0	Firm change	Other
CHAPEL HILL INVESTMENT ADVISORS	VERITY INVESTMENTS, INC.	Dec 8, 2009	Mar 19, 2009	-264	Firm change after gap	Other
COMPERIO RETIREMENT CONSULTING, INC.	CHAPEL HILL INVESTMENT ADVISORS	Dec 8, 2009	Jun 8, 2006	-1,279	Firm change after gap	Other

Relationships

Registered with (4)

→ VERITY ASSET MANAGEMENTRegistered adviserregistration: current employment
Jul 29, 2011 to presentfactForm ADV
→ VERITY INVESTMENTS, INC.Registered adviserregistration: previous registration
Mar 19, 2009 to Jul 29, 2011factForm ADV
→ CHAPEL HILL INVESTMENT ADVISORSRegistered adviserregistration: previous registration
Jun 8, 2006 to Dec 8, 2009factForm ADV
→ COMPERIO RETIREMENT CONSULTING, INC.Registered adviserregistration: previous registration
Jun 8, 2006 to Dec 8, 2009factForm ADV

Dated events

No dated event names this entity yet.