SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Veracity Capital LLC
Atlanta, GA
CRD 304272
Firm filing updated April 8, 2026 ·
- $799.8MAssets
- 11Advisory staff
- 1,852Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals219
- Individuals140
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 140 | $57.1 million |
| High net worth individuals | 219 | $739.7 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $3.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
See all 4 services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$799.8 million
- Accounts1,852
- Discretionary$791.5 million · 1,830 accounts
- Non-discretionary$8.3 million · 22 accounts
People
- Employees12
- Advisory staff11
- Broker-dealer reps0
- Licensed insurance agents8
- Planning clients1 to 10
Advisors
6 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 304272, SEC file 801-116934.
- Registered with the SEC as an investment advisor (status date on record: July 11, 2019).
Is Veracity Capital LLC a fiduciary?
Short answer: Veracity Capital LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
8 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.