DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Verum Partners LLC

Independent wealth managerCharlotte, North CarolinaCRD 301058SEC 801-115236websiteIAPD
Latest filing Jul 13, 2026
First filing on the tape Apr 4, 2019 · 50 filings
SEC status approved since May 2, 2019
RAUM
$1.0B
reported, Item 5.F
Discretionary
84%
of RAUM
Private clients
86%
$875M individuals and HNW
Advisors
16
registered through the firm on IAPD
RAUM per advisor
$63.4M
derived; firm RAUM over IAPD count
Employees
17
15 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
50 filings and snapshots on the tape
RAUM$1.0B as of Jul 13, 2026
Mar 12, 2020$218M then
HNW client RAUM$845M as of Jul 13, 2026
Mar 12, 2020$213M then
State-registered IARs (5.B.3)15 as of Jul 13, 2026
Mar 12, 20205 then
Employees (5.A)17 as of Jul 13, 2026
Mar 12, 20205 then
Private funds: no history
RAUM +23% over the last fiscal year+36% a year over threeIARs 13 to 15
Practice profile
derived from the filing of Jul 13, 2026; every figure names its basis
Archetypes, each a printed rule
  • Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
RAUM per advisor
$63.4MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
23derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$3.1MderivedHNW RAUM over HNW clients
Average account
$650,083derivedRAUM over accounts (5.F.2.f)
Discretionary
84%derivedof RAUM
Institutional
3.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.1derivedItem 5.A over advisors
Advisors per office
8.0derived2 offices incl. principal (1.F.5)
RAUM growth, one year
+23%derivedbetween the last two annual amendments
Advisor growth, one year
+15%derivedItem 5.B.3 between annual amendments
Client growth, one year
+12%derived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
Wrap fee program
$5.9MreportedItem 5.I
Custody
$260M, 139 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • has custody of client cash or bank accounts (9.A.1.a)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$845M83%
  • Corporations and businesses$106M10%
  • Individuals$29.9M2.9%
  • Pension and profit-sharing plans$23.3M2.3%
  • Charitable organizations$9.7M1.0%
Individual clients
87reported
HNW clients
274reported
Pension plan clients
18reported
Charitable clients
n/areported
Accounts
1,560reported
Financial planning clients
101-250reported
Wrap fee programs
$0 sponsored, $0 managedreported
Custody of client assets
$260M for 139 clientsreported
Compensation
% of AUM, fixedreported
Class basis
private_client_share=0.86 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
16 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Robert Christopher GammonCertified Financial Planner, Chartered Financial AnalystCharlotte, NcMay 3, 201918 y1
Oliver Roane CrossCharlotte, NcMay 3, 201916 y1
Dustin Anthony BarrChartered Financial AnalystCharlotte, NcMay 3, 201911 y1
Abigail Anne BennettCertified Financial PlannerCharlotte, NcMay 13, 201911 y2
Holly French SkipperCharlotte, NcMay 22, 201911 y1
Breton James TaggCertified Financial PlannerCharlotte, NcMay 16, 202213 y0
Molly BohrerCharlotte, Nc Mar 17, 202311 y0
Austin Daniel TillesChartered Financial AnalystCharlotte, NcMar 31, 202313 y0
Walker Thomas SheltonCertified Financial PlannerCharlotte, NcAug 15, 202315 y2
David Allen PerkinsCertified Financial Planner, Personal Financial SpecialistCharlotte, NcAug 15, 202330 y4
Justin LouisCertified Financial PlannerCharlotte, NcAug 15, 202316 y2
Angela ConnollyCharlotte, NcOct 9, 202310 y0
Charles DoranCertified Financial PlannerCharlotte, NcMay 13, 202413 y0
Brian Christopher AgerCharlotte, NcJan 8, 202611 y0
Joseph Francis GrangerCertified Financial PlannerCharlotte, NcJun 26, 202611 y4
Patrick Ryan RaminskiChartered Financial AnalystCharlotte, NcJul 1, 202619 y1
Advisor movement
1 left, 2 joined in 12 months
net +1 in 12 months0 left in 90 days2 joined in 90 daysdeparture rate 6.3% of current headcount2 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Anthony Dustin Barr · Founding Partner, Senior Advisercontrol
      since 05/2019 · owns less than 5%
    • Anne Abigail Bennett · Founding Partner, Adviser, Head Of Strategic Initiativescontrol
      since 07/2021 · owns 5% to 10%
    • Roane Oliver Cross · Founding Partner, Senior Advisercontrol
      since 10/2022 · owns less than 5%
    • Christopher Robert Gammon · Founding Partner, Senior Advisercontrol
      since 05/2019 · owns less than 5%
    • French Holly Skipper · Founding Partner, Chief Compliance Officer, Chief Operating Officercontrol
      since 10/2022 · owns 5% to 10%
    • Anthony Dustin Barr · Trusteecontrol
      since 12/2019 · owns F of The Dustin Anthony Barr Revocable Trust
    • Roane Oliver Cross · Trusteecontrol
      since 12/2019 · owns F of The Oliver Roane Cross, III Revocable Trust
    • Christopher Robert Gammon · Trusteecontrol
      since 11/2019 · owns F of Revocable Trust Agreement With Robert Christopher Gammon
    • Molly Bohrer · Director Of Client Partnerships & Director Of Marketing
      since 01/2025 · owns less than 5%
    • Ryan Patrick Raminski · Chief Investment Officer
      since 06/2026 · owns less than 5%
    Entity owners
    • Revocable Trust Agreement With Robert Christopher Gammon · Member
      direct · owns 25% to 50%
    • The Dustin Anthony Barr Revocable Trust · Member
      direct · owns 25% to 50%
    • The Oliver Roane Cross, III Revocable Trust · Member
      direct · owns 25% to 50%
    • The Justin Randall Louis · Member
      direct · owns 5% to 10%
    • Walker Thomas Shelton · Member
      direct · owns 5% to 10%
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Charlotte, Nc · principal1631
    Offices
    Schedule D 1.F, the 25 largest
    • , 1 employees
    What changed
    consecutive filings, newest first
    • Accounts · 1,392 to 1,560
      Dec 4, 2025 to Feb 13, 2026
    • Advisory employees · 13 to 15
      Dec 4, 2025 to Feb 13, 2026
    • Corporate clients · 29 to 26
      Dec 4, 2025 to Feb 13, 2026
    • HNW clients · 242 to 274
      Dec 4, 2025 to Feb 13, 2026
    • Individual clients · 79 to 87
      Dec 4, 2025 to Feb 13, 2026
    • Pension plan clients · 17 to 18
      Dec 4, 2025 to Feb 13, 2026
    • Assets in custody · $235M to $260M
      Dec 4, 2025 to Feb 13, 2026
    • Employees · 16 to 17
      Dec 4, 2025 to Feb 13, 2026
    • State-registered IARs · 13 to 15
      Dec 4, 2025 to Feb 13, 2026
    • Discretionary RAUM · $682M to $849M
      Dec 4, 2025 to Feb 13, 2026
    • HNW RAUM · $680M to $845M
      Dec 4, 2025 to Feb 13, 2026
    • Individual RAUM · $28.5M to $29.9M
      Dec 4, 2025 to Feb 13, 2026
    • Non-discretionary RAUM · $146M to $165M
      Dec 4, 2025 to Feb 13, 2026
    • Pension RAUM · $20.0M to $23.3M
      Dec 4, 2025 to Feb 13, 2026
    • RAUM · $828M to $1.0B
      Dec 4, 2025 to Feb 13, 2026
    • Wrap assets (sponsor) · $11.6M to $0
      Dec 4, 2025 to Feb 13, 2026
    • Financial planning clients · 101-250 to 101-250
      Feb 19, 2025 to Apr 4, 2025
    • Accounts · 1,287 to 1,392
      Oct 23, 2024 to Feb 19, 2025
    • Advisory employees · 11 to 13
      Oct 23, 2024 to Feb 19, 2025
    • Corporate clients · 28 to 29
      Oct 23, 2024 to Feb 19, 2025
    • HNW clients · 238 to 242
      Oct 23, 2024 to Feb 19, 2025
    • Individual clients · 60 to 79
      Oct 23, 2024 to Feb 19, 2025
    • Assets in custody · $217M to $235M
      Oct 23, 2024 to Feb 19, 2025
    • Employees · 13 to 16
      Oct 23, 2024 to Feb 19, 2025
    • Financial planning clients · 51-100 to 101-250
      Oct 23, 2024 to Feb 19, 2025
    • State-registered IARs · 11 to 13
      Oct 23, 2024 to Feb 19, 2025
    • Other offices · 2 to 1
      Oct 23, 2024 to Feb 19, 2025
    • Discretionary RAUM · $584M to $682M
      Oct 23, 2024 to Feb 19, 2025
    • HNW RAUM · $614M to $680M
      Oct 23, 2024 to Feb 19, 2025
    • Individual RAUM · $14.9M to $28.5M
      Oct 23, 2024 to Feb 19, 2025
    • Non-discretionary RAUM · $156M to $146M
      Oct 23, 2024 to Feb 19, 2025
    • Pension RAUM · $17.8M to $20.0M
      Oct 23, 2024 to Feb 19, 2025
    • RAUM · $740M to $828M
      Oct 23, 2024 to Feb 19, 2025
    • Wrap assets (sponsor) · $0 to $11.6M
      Oct 23, 2024 to Feb 19, 2025
    • Other offices · 1 to 2
      Sep 9, 2024 to Oct 23, 2024
    • Accounts · 716 to 1,287
      Oct 12, 2023 to Mar 12, 2024
    • Corporate clients · 12 to 28
      Oct 12, 2023 to Mar 12, 2024
    • HNW clients · 127 to 238
      Oct 12, 2023 to Mar 12, 2024
    • Individual clients · 19 to 60
      Oct 12, 2023 to Mar 12, 2024
    • Pension plan clients · unset to 17.0
      Oct 12, 2023 to Mar 12, 2024
    Signals
    10 dated events
    • Parker Mayo left Verum Partners Llc for Quantitative Financial Strategies (registered 2026-04-17)
      Mar 5, 2026 · Advisor changed firm · fact
    • Sarah Elizabeth Nestingen left Verum Partners Llc for Coppell Advisory Solutions Llc (registered 2025-05-30)
      Dec 3, 2024 · Advisor changed firm · fact
    • Verum Partners Llc reported RAUM $740.4M, up 86% from $398.9M (2023-10-12 to 2024-03-12)
      Mar 12, 2024 · RAUM change · derived
    • 3 advisors left Carolinas Wealth Consulting LLC (Charlotte, NC) for Verum Partners LLC on the same day
      Aug 16, 2023 · Team lift-out · derived
    • David Daniel Marmolejos left Verum Partners Llc for Mariner (registered 2023-01-19)
      Nov 15, 2022 · Advisor changed firm · fact
    • French Holly Skipper (Partner, Chief Operating Officer, Director Of Client Partnership) appeared on Schedule A of Verum Partners Llc
      May 24, 2022 · Control person joined · fact
    • Anne Abigail Bennett (Partner, Adviser, Director Of Financial Planning) appeared on Schedule A of Verum Partners Llc
      May 24, 2022 · Control person joined · fact
    • Verum Partners Llc reported RAUM $396.3M, up 52% from $260.5M (2021-04-01 to 2022-03-16)
      Mar 16, 2022 · RAUM change · derived
    • Lauren Allison Martinez left Verum Partners Llc for Choreo, Llc (registered 2022-05-26)
      Feb 28, 2022 · Advisor changed firm · fact
    • Verum Partners Llc filed its initial SEC registration (Form ADV)
      Apr 4, 2019 · First SEC registration · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Business phone
    980-771-3999reportedpublished by the firm, firm site, Sep 15, 2026
    Firm profile
    linkedin.com/company/verum-partnersreportedpublic record, Form ADV, Sep 17, 2026
    Website
    verumpartnership.comreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    (980) 771-3999reportedpublic record, Form ADV, Jul 13, 2026
    Contact form
    verumpartnership.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
    Team page
    verumpartnership.com/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Independent wealth managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $63.4Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026