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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-02-2019
- Office Locations
- 2
Office Locations
About Verum Partners LLC
Verum Partners is an employee-owned, fee-only independent RIA serving individuals and families through a team-based, ensemble wealth management model. The firm integrates financial planning, investment management, and tax planning with an advice-first, transparent approach. Portfolios commonly use ETFs and public funds alongside fixed income/munis, and the firm custodies with Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ABIGAIL ANNE BENNETT
ADVISER, FOUNDING PARTNER, Partner
- CRD
- #5936885
- Ownership
- 5% but less than 10%
HOLLY FRENCH SKIPPER
Chief Compliance Officer, CHIEF OPERATING OFFICER, FOUNDING PARTNER, Partner
- CRD
- #5521278
- Ownership
- 5% but less than 10%
Showing 2 of 7 owners & executives
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BRIAN CHRISTOPHER AGER
Investment Analyst
- CRD
- #8058273
Angela Connolly
Partner
- CRD
- #7743206
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $848,690,809 | $698,511 |
| Non-Discretionary | $165,438,401 | $479,532 |
| Total | $1,014,129,210 | $650,083 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | 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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