Verisail Partners, Llc
- Regulatory AUM
- $284M
- Discretionary
- $284M
- Clients
- 270
- Avg AUM / client
- $1.1M
- Accounts
- 1,017
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 262 | $283M | 99.7% |
| Pension and profit sharing plans | 8 | $807K | 0.28% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thaddeus Josiah Gilliam | Shareholder | CFP CFA | Mar 2010 (16y) | ≈ 18.75% – 50% via Tatonka Enterprises, Llc |
| Scott Richard Voigt | Shareholder | CFP CFA | Aug 2010 (16y) | ≈ 18.75% – 50% via Falcon Enterprises, Llc |
| Taylor Thomas Stanfill | Shareholder | CFP | May 2014 (12y) | ≈ 18.75% – 50% via T Storm Enterprises, Llc |
| Bradford Charles Gilliam | Registered representative | CFP | Dec 2023 (3y) | |
| Tracie Probst Handberg | Registered representative | CFP | Jan 2024 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Falcon Enterprises, Llc | Member | Jan 2016 | A | 25% – 50% |
| T Storm Enterprises, Llc | Member | Jan 2016 | A | 25% – 50% |
| Tatonka Enterprises, Llc | Member | Jan 2016 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Thaddeus Josiah Gilliam: 75% – 100% of Tatonka Enterprises, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Scott Richard Voigt: 75% – 100% of Falcon Enterprises, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Taylor Thomas Stanfill: 75% – 100% of T Storm Enterprises, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/03/2026 | 900 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $215M (76% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 03, 2026.
View current Form ADV (SEC/IAPD) ↗