VERACITY CAPITAL LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 304272
- Registered since
- July 11, 2019
- Website
- www.veracitycapital.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI92.49%
- Individuals7.14%
- Corporations / Businesses0.38%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Veracity Capital LLC is an independent registered investment adviser that acts as a capital allocator for both high-net-worth individuals and institutional clients. The firm combines discretionary portfolio management with financial planning and selection of third‑party managers, positioning itself as a manager-of-managers for certain client relationships. Veracity favors pooled public funds as a core building block of portfolios but also sources external alternative managers for private equity, hedge fund and private placement exposure. It charges a mix of percentage-of-AUM and fixed fees and provides services that include portfolio management for individuals and small businesses plus pension consulting and adviser selection. Veracity does not characterize itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds46%
- Exchange Traded Equities26%
- State & Local Bonds10%
- Private Funds7%
- Cash & Cash Equivalents6%
Owners & executives
1 of 1Michael Mess
Chief Financial OfficerCRD 5332104
Contacts
3 of 9Chandler Warren
Client Relationship ManagerCRD 7339811
John Rinker
Client Relations ManagerCRD 5943187
John Rogers
PresidentCRD 4666002
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$153M in ETFs
88%
$134M
11%
$18.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P US VALUE ETF (IUSV) | BlackRock | Passive | Large Value | $36.9M | 360,856 | 24.19% |
Location
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 2859 Paces Ferry Rd SE
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
MASTERS CAPITAL MANAGEMENT, L.L.C.
RIAAtlanta, GA
EAGLE ROCK INVESTMENT COMPANY, LLC
RIAAtlanta, GA
REGENT PEAK WEALTH ADVISORS, LLC
RIAAtlanta, GA
WAYPOINT WEALTH COUNSEL LLC
RIAAtlanta, GA
4612 GROUP, LLC
RIAAtlanta, GA
RETIREMENT FUND MANAGEMENT
RIAAtlanta, GA