Oliver R. Cross

VERUM PARTNERS LLC

Charlotte, NC 28207

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CRD#: 5837438

Professional summary

Oliver Roane Cross III, who also goes by Oliver Roane Cross, is a registered financial advisor currently at VERUM PARTNERS LLC located in Charlotte, North Carolina.

Oliver is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Oliver has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Oliver Roane Cross

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. THE CORNERS SOCIETY, 338 S. SHARON AMITY RD., BOX 153, CHAROLOTTE, NC 28211, NOT INVESTMENT RELATED, NO COMPENSATION, NATURE OF BUSINESS: NON-PROFIT/VOLUNTEER, COMMITTEE MEMBER, STARTED IN 2010, 5 TO 10HRS/MONTH, 0 HRS DURING TRADING HOURS, DUTIES: MEMBER, DUTIES CHANGE. 2.DAVIDSON COLLEGE, 405 MAIN ST., DAVIDSON, NC 28035, NOT INVESTMENT RELATED, NO COMPENSATION RECEIVED, NATURE OF BUSINESS: NON-PROFIT/VOLUNTEER, TITLE: COMMITTEE MEMBER, STARTED 2010, 5 TO 10 HRS/MONTH, 0HRS DURING TRADING HOURS, MEMBER, DUTIES CHANGE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Oliver Roane Cross III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 3, 2019 - Present

VERUM PARTNERS LLC

Office #1: 2333 Randolph Road Suite 250, Charlotte, NC 28207

RIA

CRD#: 301058

Charlotte, NC

Past

October 26, 2010 - May 16, 2019

CAROLINAS INVESTMENT CONSULTING LLC

RIA

CRD#: 104379

CHARLOTTE, NC

Past

September 28, 2010 - May 16, 2019

CAROLINAS INVESTMENT CONSULTING LLC

CRD#: 104379

CHARLOTTE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VERUM PARTNERS LLC

CRD#: 301058 / SEC#: 801-115236

RIA

Registered Investment Advisory firm - (5/2/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(5/3/2019)

IAR

Texas
(2/24/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/25/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/27/2010

General Securities Representative Examination

Current Firm

VERUM PARTNERS LLC

CRD#: 301058 / SEC#: 801-115236

RIA

Registered Investment Advisory firm - (5/2/2019 Approved)

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Contact information

Main Address

2333 Randolph Road Suite 250, Charlotte, NC 28207

Mailing Address

Phone number

(980) 771-3999

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VERUM PARTNERS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (10/17/2025)

VERUM PARTNERS WRAP FEE BROCHURE (2/19/2025)

Regulatory assets under management

Total Number of Accounts	1,392
AUM (Assets Under Management)	$ 827,584,409

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/08/2025	Cover Page	Report
05/16/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Oliver R. Cross

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Oliver Roane Cross III's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERUM PARTNERS LLC

CAROLINAS INVESTMENT CONSULTING LLC

CAROLINAS INVESTMENT CONSULTING LLC

Primary Firm SEC Registration

VERUM PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/25/2010

SIE

Date: 10/1/2018

Series 7

Date: 9/27/2010

Current Firm

VERUM PARTNERS LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VERUM PARTNERS LLC

TRUST BUT VERIFY

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