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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

    Michael Mess

    Chief Financial OfficerCRD 5332104

Contacts

3 of 9
  • Chandler Warren

    Chandler Warren

    Client Relationship ManagerCRD 7339811

  • John Rinker

    John Rinker

    Client Relations ManagerCRD 5943187

  • John Rogers

    John Rogers

    PresidentCRD 4666002

Unlock 6 more contacts

Wealth teams

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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 75

Active vs passive

$224M in ETFs

Passive

68%

$153M

Active

19%

$71.3M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P US GROWTH ETF (IUSG)BlackRockPassiveLarge Growth$42.8M227,40219.08%

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