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 organized as an LLC and SEC-registered in 2019. The firm serves both individual/family clients and institutional accounts and describes itself as a capital allocator that uses a mix of percentage-of-AUM and fixed-fee billing. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of outside advisers and pension consulting services. The firm does not identify as an active ESG investor. Veracity positions itself to combine discretionary portfolio management with third‑party manager selection. That combination, together with the firm's stated use of alternative managers, indicates a hybrid approach that mixes core public-market exposure with access to externally managed private and hedge-fund strategies.
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 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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$224M in ETFs
68%
$153M
19%
$71.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P US GROWTH ETF (IUSG) | BlackRock | Passive | Large Growth | $42.8M | 227,402 | 19.08% |
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
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