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Verum Partners Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

Verum Partners is an independent financial advisory firm that operates on a fee-only, employee-owned model and emphasizes a partnership-based approach to client service. As a registered investment adviser, it provides investment advisory and related services to clients across the United States. Based in Charlotte, North Carolina, the firm positions itself as a smaller, relationship-focused player within the financial services landscape.

It maintains the registrations and licenses required to operate in the states where it does business. In early June 2024, the firm was named RIA of the Year at the RIA Intel Awards in Boston, reflecting recognition within the industry.

Find Verum Partners employees' phone numbers or email addresses

Verum Partners Global Highlights

Location
Employees

North America
23

Minus sign iconPlus sign icon
  • United States Of America
    23

Verum Partners's Leadership

  • Founding Partner And Advisor at Verum Partners
    C. A. B.
    Founding Partner And Advisor
    Mobile Phone
  • Investment Associate at Verum Partners
    A. T.
    Investment Associate
    Mobile Phone
  • Partner Cofounder at Verum Partners
    S. G.
    Partner Cofounder
    Mobile Phone

Verum Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Consultant
  • Finance
  • Other

Contact profiles from Verum Partners

Name
Title
Contact
Location
Last Update
  • Founding Partner And Advisor at Verum Partners
    C. A. B.
    Founding Partner And Advisor
    Mobile Phone
    Oct 17, 2024
  • Investment Associate at Verum Partners
    A. T.
    Investment Associate
    Mobile Phone
    Aug 12, 2026
  • Partner Cofounder at Verum Partners
    S. G.
    Partner Cofounder
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Verum Partners known for?

Minus sign iconPlus sign iconVerum Partners was founded in 2019 and operates in the Financial Services industry. Explore Verum Partners's company overview page for more information.

What is Verum Partners's most common email format?

Minus sign iconPlus sign iconVerum Partners employees' email format typically follows the pattern of FLast@verumpartnership.com. Trying to find reliable and up-to-date employee contact data? Find more Verum Partners email formats with LeadIQ.

How many employees does Verum Partners have currently?

Minus sign iconPlus sign iconVerum Partners has approximately 18 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Verum Partners's key employees and leadership?

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As of September 2026, Verum Partners's key employees include:

  • Founding Partner And Advisor: C. A. B.
  • Investment Associate: A. T.
  • Partner Cofounder: S. G.

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