Verum Partners Llc
- Regulatory AUM
- $1.0B
- Discretionary
- $849M
- Clients
- 405
- Avg AUM / client
- $2.5M
- Accounts
- 1,560
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 87 | $29.9M | 2.95% |
| High net worth individuals | 274 | $845M | 83.3% |
| Pension and profit sharing plans | 18 | $23.3M | 2.3% |
| Charitable organizations | Fewer than 5 | $9.7M | 0.96% |
| Corporations and other businesses | 26 | $106M | 10.4% |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dustin Anthony Barr | Trustee | CFA | May 2019 (7y) | Less than 5% |
| Robert Christopher Gammon | Trustee | CFP CFA | May 2019 (7y) | Less than 5% |
| Oliver Roane Cross | Founding Partner, Senior Adviser | May 2019 (7y) | Less than 5% | |
| Abigail Anne Bennett | Founding Partner, Adviser | CFP | May 2019 (7y) | 5% – 10% |
| Holly French Skipper | Founding Partner, Chief Compliance Officer, Chief Operating Officer | May 2019 (7y) | 5% – 10% | |
| Breton James Tagg | Registered representative | CFP | May 2022 (4y) | |
| Molly Bohrer | Registered representative | Mar 2023 (3y) | ||
| Austin Daniel Tilles | Registered representative | CFA | Mar 2023 (3y) | |
| David Allen Perkins | Registered representative | CFP Personal Financial Specialist | Aug 2023 (3y) | |
| Justin Louis | Registered representative | CFP | Aug 2023 (3y) | |
| Walker Thomas Shelton | Registered representative | CFP | Aug 2023 (3y) | |
| Angela Connolly | Registered representative | Oct 2023 (3y) | ||
| Charles Doran | Registered representative | CFP | May 2024 (2y) | |
| Brian Christopher Ager | Registered representative | Jan 2026 (1y) | ||
| Joseph Francis Granger | Registered representative | CFP | Jun 2026 (0y) | |
| Patrick Ryan Raminski | Registered representative | CFA | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Dustin Anthony Barr Revocable Trust | Member | Dec 2019 | A | 25% – 50% |
| The Oliver Roane Cross, Iii Revocable Trust | Member | Dec 2019 | A | 25% – 50% |
| Revocable Trust Agreement With Robert Christopher Gammon | Member | Nov 2019 | A | 25% – 50% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
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) | 07/13/2026 | 1.01 MB | 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
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $611M (60% of AUM) Jul 2026
- Charles Schwab & Co. $375M (37% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jul 13, 2026.
View current Form ADV (SEC/IAPD) ↗