This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Axos · Fidelity/NFS · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-1996
- Office Locations
- 35
Office Locations
About Verity Asset Management
Verity Asset Management is an RIA providing financial planning and portfolio management with a focus on building a solid financial foundation for clients preparing for retirement, including entrepreneurs. Its approach emphasizes creating solutions amid market noise, using asset allocation and risk management implemented in SMAs with public funds and ETFs alongside fixed income and cash. Active in retail and institutional channels and clears through Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SEAN JENNINGS MCGILL
VICE PRESIDENT
- CRD
- #2325931
- Ownership
- Less than 5%
JEFF ALAN MUNSEY
Vice President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
Unlock allContacts
Eric Lowell Anderson
--
- CRD
- #7009621
SUJATHA REDDY AVUTU
--
- CRD
- #2028088
Showing 2 of 54 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,154,371,169 | $151,831 |
| Non-Discretionary | $0 | -- |
| Total | $1,154,371,169 | $151,831 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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 |
Continue browsing