RIA Intel›Advisers›Texas›VERITRUST FINANCIAL, LLC

VERITRUST FINANCIAL, LLC

Advisory

N·AUSTIN, TX

Data as of Sep 27, 2013 · Source: SEC Form ADV

Total AUM

$71M

1-Year AUM Growth

+12.0%

3-Year CAGR

+23.1%

Employees

36

Assets Under Management

Total AUM$71M

Discretionary AUM$27M

Non-Discretionary AUM$43M

Discretionary %38.8%

Total Clients—

Team

Total Employees36

Investment Advisers73

Employee Growth (1Y)—

Filing History

Total Filings on Record38

First FilingFeb 6, 2001

Latest FilingSep 27, 2013

🔒 Full AUM trend chart and 38 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on VERITRUST FINANCIAL, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.