$52.3M Total AUM
$22.7M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
6 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-06-2020
- Office Locations
- 1
Office Locations
-- Atlanta GA
About Verbatim Financial
Verbatim Financial is a small, flat-fee RIA in Atlanta led by former Wall Street trader/investment banker/portfolio manager John Stoj. The firm provides in-depth portfolio reviews, ongoing financial planning, and investment management aimed at simplifying clients’ financial lives and improving retirement readiness. Portfolios are largely ETF-based with some municipal bonds, custodied via platforms such as Schwab and Altruist.
Team overview
53 AVG AGE
$52.3M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
John Francis Stoj
Founder, President
- CRD
- #2252015
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,744,217 | -- |
| Non-Discretionary | $29,599,682 | -- |
| Total | $52,343,899 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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