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Vere Asset Management, Inc. (Houston)


Vere Asset Management, Inc. is an adviser based in Houston. It manages $37.5 million of regulatory assets for 187 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Alabama, Louisiana, Tennessee, and Texas.




Vere Asset Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and general financial consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Vere Asset Management: assets under management

The assets under management (AUM) of Vere Asset Management, Inc. is $37.5 million. The firm's AUM has grown by 39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $32.5 million in discretionary accounts and $5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $194.61 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $250 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Vere Asset Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Houston

The principal office where Vere Asset Management, Inc. performs its advisory services is located at 1001 S. Dairy Ashford, Suite 100, Houston, TX 77077, which is also the mailing address of the firm. An additional office of the firm is in Baton Rouge, LA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 901-568-0844. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


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