{"url":"https://nivawealth.com/firms/veratis-advisors-117892","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/117892","regulatoryAum":5994203169,"crd":"117892","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5619691","suffix":null,"lastName":"CARTER","firstName":"JASON","middleName":"WILLIAM"},{"crd":"6092480","suffix":null,"lastName":"JOHNSON","firstName":"LIAM","middleName":"BRIAN"},{"crd":"3110508","suffix":null,"lastName":"SIMPSON","firstName":"STEPHEN","middleName":"DREW"},{"crd":"6615541","suffix":null,"lastName":"WILLIAMS","firstName":"DEREK","middleName":"THOMPSON"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-09","regulatoryAum":136088263,"clients":63,"employees":7,"offices":1},{"filedOn":"2022-03-21","regulatoryAum":3981673216,"clients":68,"employees":7,"offices":1},{"filedOn":"2023-03-30","regulatoryAum":3681294980,"clients":75,"employees":7,"offices":1},{"filedOn":"2024-04-09","regulatoryAum":4429232164,"clients":93,"employees":7,"offices":1},{"filedOn":"2025-03-31","regulatoryAum":4478828516,"clients":101,"employees":8,"offices":1},{"filedOn":"2026-03-31","regulatoryAum":5994203169,"clients":105,"employees":8,"offices":1}],"acquisitions":[{"date":"2016-12-31","datePrecision":"day","name":"Synobis 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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Veratis Advisors have?","answer":"Veratis Advisors has 4 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Veratis Advisors invest in?","answer":"At the end of its last fiscal year, Veratis Advisors’ separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 3% exchange-traded equities and 3% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Veratis Advisors?","answer":"Veratis Advisors’ direct owners are Stephen Simpson (50% to 75%) and Jason Carter (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Veratis Advisors get paid?","answer":"Veratis Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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