CRD: 336821
Veritas Investment Advisory Group LLC
$45.6M Total AUM
$45.6M Disc. AUM
-- 3Y CAGR
1 Employees
132 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-05-2025
- Office Locations
- 1
Office Locations
558 Fleming ST Suite B Hendersonville NC
About Veritas Investment Advisory Group LLC
Veritas IAG (Veritas Investment Advisory Group) is an independent, retail-focused RIA in Hendersonville, NC providing financial and investment planning, including estate planning and insurance/annuity and 529 guidance. Portfolios are predominantly ETF-based (with limited cash and investment-grade corporate bond exposure) and custody is at Charles Schwab. Led by managing member/CCO Paul Brian Mayes.
Team overview
-- AVG AGE
$45.6M AVG AUM / ADVISOR
$345.5K AVG AUM / CLIENT
1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Paul Brian Mayes
Chief Compliance Officer, Managing Member
- CRD
- #7325784
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,600,405 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,600,405 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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