VERATIS ADVISORS, INC.

Cary, United States · CRD 117892

SEC-registered investment adviser since 2002 · corporation. It files no 13F, so there are no holdings to show.

Assets managed$6.0bn
Main clients (by assets)Pension plans 93%, High net worth individuals 6%
Websiteveratisadvisors.com
Form ADV · 2026-03-31SEC adviser record

Kindinstitutions
Others nearbyCary, NC

As an employer

Staff (Form ADV)8 · 4 in investment roles
Offices in1 country