Veratis Advisors

Veratis Advisors

Veratis Advisors launched in 2001 when Craig P. Schaffer established the registered investment advisor in Cary, North Carolina. The firm emerged to serve individuals and high-net-worth families in the Research Triangle region. Its identity is anchored in personalized financial planning and income strategies rather than institutional multi-family office services. Veratis provides portfolio management, financial planning, and income planning to its client base. The firm constructs individualized portfolios spanning liquid public equities, fixed income, and cash management instruments. Client assets are managed on a discretionary basis through separately managed accounts. Veratis does not operate pooled investment vehicles, direct deal platforms, or co-investment programs. Its geographic focus remains concentrated in North Carolina and the broader Southeastern United States. The firm's operational footprint reflects a small, principal-led advisory practice. Staffing levels remain undisclosed, but the structure is consistent with a boutique RIA serving a concentrated regional client base. Veratis maintains no known adjacent philanthropic vehicles, operating companies, or club affiliations. In May 2024, a public regulatory filing confirmed the firm's ongoing registration as a North Carolina-based investment advisor with no material disciplinary disclosures. Veratis occupies a specific structural niche — a single-state, founder-operated RIA with no external institutional capital. Its governance sits entirely with Schaffer, creating a streamlined decision-making process uncommon among larger multi-principal RIAs. This architecture eliminates succession complexity but concentrates key-person risk in a single operator. The firm's posture is stable, fee-based wealth management with no indication of scaling toward institutional or multi-family office models.