VERITY INVESTMENT PARTNERS
SEC RegisteredInvest Wisely. Live Joyfully.
About the firm
Verity Investment Partners (VIP) is a Beaufort, South Carolina-based investment advisory firm that serves high net worth investors and their families nationwide, with additional offices in Edwards, Colorado and San Antonio, Texas. VIP was founded in 2002 by Will and Paula Verity. The firm offers a holistic approach to investment management that combines financial planning, investment strategy and ongoing portfolio management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
A holistic approach to investment management that combines financial planning, investment strategy and ongoing portfolio management, including investing in dividend growth companies to create a steady and growing stream of investment income while keeping savings invested to grow in value over time.
Who they serve
High net worth investors and their families nationwide
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 195 | $1.1B |
| High Net Worth Individuals | 264 | $213M |
| State/Municipal Entities | 5 | — |
25 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
12 advisors in the directory
Regulatory & compliance
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. VERITY INVESTMENT PARTNERS 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.
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