| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryce Richard Kain | Investment Analyst | Under 5% | 2019 |
| Jason William Carter Control | Wealth Advisor/Partner And Chief Compliance Officer | 10-25% | 2019 |
| Stephen Drew Simpson Control | Managing Partner | 50-75% | 2011 |
Veratis Advisors, Inc. reports $4.5 billion in regulatory assets under management on its Form ADV.
Veratis Advisors, Inc. reports 8 employees.
Veratis Advisors, Inc. is based in Cary, NC and has been SEC-registered since 2002.
Veratis Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1400 Crescent Green, Suite 110, Cary, NC 27518-8118 |
| Phone | 919-460-8875 |
| Fax | 919-803-7842 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $325.3M |
| Non-discretionary | $4.15B |
| Total (RAUM) | $4.48B |