SEC Form ADV

VERATIS ADVISORS, INC.

Firm profile: Veratis Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNC
$6.0B
Assets Under Management
582
Total Clients
8
Employees
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Registration Details

Accession
CRD-117892
Location
CARY, NC
Filing Date
March 31, 2026
AUM
$6.0B
Total Clients
582
Institutional Clients
17
Employees
8
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansGovernment Entities

About this Adviser

VERATIS ADVISORS, INC. is a registered investment adviser headquartered in CARY, NC, managing approximately $6.0B in assets across 582 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.