Overview
Assets Under Management: $695 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 183
Average Client Assets: $3 million
Frequently Asked Questions
VERACITY CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #304272), VERACITY CAPITAL LLC is subject to fiduciary duty under federal law.
VERACITY CAPITAL LLC is headquartered in ATLANTA, GA.
VERACITY CAPITAL LLC serves 183 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, VERACITY CAPITAL LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
VERACITY CAPITAL LLC manages $695 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, VERACITY CAPITAL LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 183
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.69
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,744
Discretionary Accounts: 1,720
Non-Discretionary Accounts: 24
Regulatory Filings
CRD Number: 304272
Last Filing Date: 2025-02-27 00:00:00
Website: https://veracitycapital.com