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- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-12-2010
- Office Locations
- 2
Office Locations
About Verisail Partners, LLC
Verisail Partners is a fee-only RIA providing personalized financial planning and investment management for individuals, families, and business owners seeking a long-term relationship. The team includes CFP, CFA, and CPA professionals and follows an academically grounded, Nobel Prize-informed investment approach. Public profile data indicates portfolios are predominantly ETF-based, with Schwab listed as a custodian.
Team overview
Insights
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Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TAYLOR THOMAS STANFILL
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #5865559
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Bradford Charles Gilliam
Financial Advisor
- CRD
- #7840024
THADDEUS JOSIAH GILLIAM
Financial Advisor, General Partner
- CRD
- #5502291
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $283,605,000 | $278,864 |
| Non-Discretionary | $0 | -- |
| Total | $283,605,000 | $278,864 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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