What departments does Verum Partners have?

Verum Partners has employees across 1 departments including Finance.

What is the largest department at Verum Partners?

The largest department at Verum Partners is Finance with 2 employees.

Where are Verum Partners employees located globally?

Verum Partners has employees across 1 continents and 1 countries including United States Of America.

How has Verum Partners's team size changed over time?

Verum Partners's team has decreased from approximately 17 to 16 employees based on available data.

Verum Partners Employee Directory

Q: Who are Verum Partners's key employees and leadership?

Verum Partners's key employees include: Cco: H. S..

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.

Verum Partners Global Highlights

North America
21

United States Of America
21

Verum Partners Employee Metrics

100%

50%

0%

2026

2025

Banking
Consultant
Finance
Accounting
Administrative
Other
Analytics

Contact profiles from Verum Partners

Name

Title

Contact Info

Location

Last Update

A. C.
Senior Client Partner
Mobile Phone
Email
United StatesNorth Carolina
Jun 08, 2026
D. P.
Senior Adviser
Mobile Phone
Email
United StatesNorth Carolina
Apr 03, 2026
B. T.
Financial Adviser
Mobile Phone
Email
United StatesNorth Carolina
Jun 08, 2026
C. D.
Associate Adviser
Mobile Phone
Email
United StatesNorth Carolina
Jun 08, 2026
K. I.
Client Partner
Mobile Phone
Email
United StatesNorth Carolina
Mar 24, 2026
L. B.
Client Partner
Mobile Phone
Email
United States
Apr 17, 2026
A. T.
Investment Associate
Mobile Phone
Email
Jun 25, 2026
M. B.
Client Partner
Mobile Phone
Email
UNITED STATES
Jun 08, 2026

Frequently Asked Questions

What is Verum Partners known for?

Verum Partners was founded in 2019 operates in the Financial Services industry. The company's main headquarters is located in 2333 Randolph Road Suite 250 Charlotte, North Carolina 28207 United States. Explore Verum Partners's company overview page for more information.

What is Verum Partners's most common email format?

Verum Partners employees' email format typically follows the pattern of . 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?

Verum Partners has approximately 16 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Verum Partners's key employees and leadership?

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

Cco: H. S.
Founding Partner & Adviser: A. B.
Founding Partner: C. G.
Partner: D. B.
Partner, Adviser: J. L.

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Verum Partners Employee Directory

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