# Verbatim Financial

Verbatim Financial is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://verbatimfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/johnstoj

## Regulatory record

- **CRD number:** 306685
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306685

## About

VERBATIM FINANCIAL is a state-registered investment adviser with $52 million in regulatory assets under management. The firm manages $23 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### What is known about Verbatim Financial's investment strategy?

No public information about Verbatim Financial's investment strategy, asset-class preferences, or sector focus is available. The firm does not appear to maintain a public website or publish marketing materials. Its strategy remains undisclosed.

### Who leads Verbatim Financial?

The names of Verbatim Financial's leadership team, including its CEO, CIO, or any managing principals, are not found in publicly accessible records. No LinkedIn profile or other professional network presence has been identified for the firm.

### Does Verbatim Financial disclose its assets under management?

Verbatim Financial does not publicly disclose its AUM. No filings or press releases containing this figure have been identified.

### Where is Verbatim Financial headquartered?

Verbatim Financial's headquarters location is not publicly listed. No address or city has been confirmed.

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Last updated: 2026-06-03T20:00:00.000Z

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