VERITAS FINANCIAL CONSULTING LLC

Overview

Veritas Financial Consulting LLC is an independent Registered Investment Adviser organized as a limited liability company that serves individual and family clients with a mix of financial planning and portfolio management services. The firm charges a combination of fees (percentage of AUM, hourly, and fixed fees) and operates primarily as a discretionary manager — it exercises portfolio authority over the bulk of client assets. Investment activity is centered on publicly traded pooled products (mutual funds and similar public funds) as primary building blocks for client portfolios, and the firm does not identify as an active ESG investor. Advisory services extend to individuals and small businesses, consistent with a boutique RIA profile that blends planning with ongoing portfolio oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices