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Verity & Verity, LLC
Verity & Verity, LLC, operating as Verity Investment Partners, is a registered investment adviser and fee-only wealth management firm headquartered in Beaufort, South Carolina. Founded in 2002, the firm specializes in serving high net worth individuals and their families, offering holistic financial planning and investment management services. With an emphasis on creating dependable income streams and growing portfolio value, Verity & Verity helps clients pursue financial freedom and align investments with personal life goals. The firm has over $830 million in assets under management and employs approximately 13 professionals. Additional offices are located in Edwards, Colorado, and San Antonio, Texas.
Investment Strategy
Verity & Verity, LLC provides a practical and holistic investment approach focused on generating a dependable and growing stream of income for high net worth clients, with the goal of preserving and expanding wealth over time. Their philosophy centers on helping clients achieve financial freedom by aligning investment decisions with core values and long-term personal goals, utilizing diversified portfolios primarily composed of income-producing securities. Income can be taken or reinvested, supporting both current cash flow needs and future growth. The firm tailors its strategies individually to provide stability, growth, and peace of mind.
Latest 13F Filing Activity
Verity & Verity, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 133 equity positions with a total 13F market value of $1B. The fund increased holdings in Pfizer Inc., Accenture PLC Ireland, Broadcom Inc. among other positions. Verity & Verity, LLC reduced exposure to Vaneck Etf Trust, Truist Finl Corp., Oge Energy Corp. among others.
Top Holdings
Equity Positions (133)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 5.55% | $69.4M | 210,258 | $52.54 | $329.91 | +$10.6M |
A ABBV | ABBVIE INC | 3.21% | $40.1M | 173,375 | $110.13 | $231.54 | +$8.2M |
M MSFT | MICROSOFT CORP | 3.14% | $39.3M | 75,816 | $146.22 | $517.95 | +$1.4M |
J JPM | JPMORGAN CHASE & CO. | 3.13% | $39.1M | 124,042 | $110.54 | $315.43 | +$3.2M |
R RTX | RTX CORPORATION | 2.86% | $35.8M | 213,796 | $71.31 | $167.33 | +$1.2M |
Industry Allocation
Investment Team (5)
| Name | Role | Location | |
|---|---|---|---|
 | Managing Partner | San Antonio, TX , United States | |
 | Sr. Portfolio Manager | Bluffton, SC , United States | |
 | CPM and Trader | Bluffton, SC , United States | |
 | partner | Beaufort, SC , United States | |
M Michael Nix | President and Chief Investment Officer | Beaufort, SC , United States |
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