# VERATIS ADVISORS, INC.

VERATIS ADVISORS, INC. of CARY, NC is an SEC-registered investment adviser.

## Registration

- CRD: 117892
- Type: SEC-registered investment adviser
- SEC file number: 801-60849
- Location: 1400 CRESCENT GREEN, SUITE 110, CARY, NC, 27518-8118
- Phone: 919-460-8875
- Latest filing: 2026-03-31
- Regulatory AUM: $6.0B
- Discretionary AUM: $383.2M
- Non-discretionary AUM: $5.6B
- Clients: 8
- Accounts: 582

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Bryce Richard Kain | INVESTMENT ANALYST | — |
| Stephen Drew Simpson | MANAGING PARTNER | — |
| Jason William Carter | WEALTH ADVISOR/PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| Trinette Dubay Ray | RETIREMENT PLAN CONSULTANT/PARTNER | — |
| CARTER WILLIAM | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER; WEALTH ADVISOR, PARTNER; WEALTH ADVISOR/PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| ABBEY KENT GREGORY | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR; MANAGING DIRECTOR (+3 more) | — |
| SIMPSON STEPHEN DREW | CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR (+4 more) | — |
| BRINN PEGGY HIGHSMITH | CORPORATE SECRETARY | — |
| D'AGOSTINO PHILIP STEVEN | WEALTH ADVISOR, PARTNER | — |
| KAIN BRYCE RICHARD | INVESTMENT ANALYST | — |
| RAY TRINETTE DUBAY | RETIREMENT PLAN CONSULTANT/PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117892/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117892/similar
- Related entities: https://search.stillhousedata.com/firm/117892/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117892

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.