VA
VERATIS ADVISORS, INC.
SEC RegisteredCARY, NChttps://veratisadvisors.com919-460-8875
Assets Under Management
$5B–$25B
Employees
8
Office Locations
1 office
Total Accounts
582
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsInsurance Companies
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 3 | $696k |
| High Net Worth Individuals | 85 | $383M |
| Charitable Organizations | 16 | $5.6B |
5 total clients reported on Form ADV.
Leadership
Stephen Drew Simpson
CHIEF COMPLIANCE OFFICER
Peggy Highsmith Brinn
CORPORATE SECRETARY
Office locations
1 office in 1 state
NC
CARYHQ
Regulatory & compliance
CRD number
#117892
SEC Number
801-60849
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
veratisadvisors.comPhone
919-460-8875Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. VERATIS ADVISORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.