VERACITY CAPITAL LLC

RIASEC RegisteredEst. 2019
Total AUM
$800M
Discretionary
$791M
99% of AUM
Avg account
$432K
Accounts
1,852
Employees
12
Advisory reps
10

Firm details

Headquarters
Atlanta, Georgia
CRD number
304272
Registered since
July 11, 2019
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 46%, Exchange Traded Equities 26%, State & Local Bonds 10%, Private Funds 7%, Cash & Cash Equivalents 6%, Investment Grade Corp Bonds 4%, US Government Bonds 1%, Non-Investment Grade Corp Bonds 1%46%
  • Public Funds/Mutual Funds46%
  • Exchange Traded Equities26%
  • State & Local Bonds10%
  • Private Funds7%
  • Cash & Cash Equivalents6%

Owners & executives

1 of 1
  • Michael Mess

    Chief Financial OfficerCRD 5332104

Contacts

3 of 9
  • Chandler Warren

    Client Relationship ManagerCRD 7339811

  • John Rinker

    Client Relations ManagerCRD 5943187

  • John Rogers

    PresidentCRD 4666002

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 62

Active vs passive

$153M in ETFs

Passive

88%

$134M

Active

11%

$18.6M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P US VALUE ETF (IUSV)BlackRockPassiveLarge Value$36.9M360,85624.19%

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth