Achieving Veritas LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm is a small advisory practice with four advisors managing roughly $70 million for about 86 client relationships, serving individuals (including high‑net‑worth clients), trusts, estates, and corporate/business entities. It offers discretionary asset management alongside comprehensive financial planning and consulting services and may engage sub‑advisors or a platform manager to implement client portfolios.
Investment programs are tailored to each client’s goals, time horizon, and risk tolerance and draw on fundamental, technical, charting and cyclical analysis across long‑ and short‑term strategies; clients typically grant the firm discretionary trading authority while retaining the ability to impose written investment restrictions. The firm regularly delegates portions of portfolio management to third‑party sub‑advisors and uses a platform manager to execute model strategies and trades on client accounts.
Distinctive features include an affiliated insurance business through which supervised persons sell insurance products for separate, commission‑based compensation; the firm discloses this arrangement and notes procedures and fiduciary obligations intended to mitigate the resulting conflicts of interest. The brochure also discloses relationships with major custodians that provide non‑cash support and a principal’s involvement in a campus ministry (with a policy preventing students from being clients while still students), all of which are material considerations for prospective clients.
Client services
Expertise
Fee options
Financial planning fixed fees from $1,500 to $15,000
1.50% annually
Minimum fee: Financial Planning fixed fees ranging from $1,500 to $15,000 based on complexity and client needs
Main office
See office1301 Plantation Island Drive S., Suite 201 B
St. Augustine FL 32080
Advisors at this office
2
Offices (2)
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Kevin S
Series 63, Series 65
Lithia, FL
Achieving Veritas LLC
Kevin Sprouse is a financial advisor at Achieving Veritas LLC with Series 63 and Series 65 licenses and one year of industry experience. He has previously worked at Wealth Creation Group, LP for ten years and currently serves as a managing member of Accrete Group LLC, providing consulting services. Achieving Veritas LLC offers discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, using a variety of analytic approaches and a platform/sub-advisor model to implement client strategies.
Shaun C
CFP®, Series 65, Series 66
St. Augustine, FL
Achieving Veritas LLC
Shaun Callahan is a CFP® professional with six years of industry experience, currently affiliated with Achieving Veritas LLC in St. Augustine, FL. His prior experience includes roles at Wealth Enhancement Group, Bank of America, Wells Fargo, and Merrill. Achieving Veritas LLC is a small advisory firm managing approximately $70 million across various client types, including individuals, trusts, estates, and corporate entities. The firm provides discretionary asset management and comprehensive financial planning, employing tailored investment strategies and often utilizing sub‑advisors and platform managers to implement client portfolios.
Francis B
Series 65
St. Augustine, FL
Achieving Veritas LLC
Francis Benischeck is a financial advisor at Achieving Veritas LLC with three years of industry experience. He holds the Series 65 designation and serves as president of Totus Tuus Consulting, Inc., an insurance sales and service business, as well as founder and president of Catholic Fellowship Inc., a campus ministry nonprofit. Achieving Veritas LLC is a small advisory practice with four advisors managing approximately $70 million for about 86 client relationships. The firm serves individuals, trusts, estates, and business entities, offering discretionary asset management and comprehensive financial planning by combining various analytical approaches and utilizing third-party sub-advisors and platform managers to implement client portfolios.
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