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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 5 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Verity Asset Management have?","answer":"Verity Asset Management has 54 investment adviser representatives registered with state securities authorities, out of 77 employees, and 54 perform investment advisory functions. 26 employees are registered representatives of a broker-dealer and 44 employees are 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 Verity Asset Management invest in?","answer":"At the end of its last fiscal year, Verity Asset Management’s separately managed accounts held 66% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 12% U.S. government and agency bonds, 8% cash and equivalents and 2% other. 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