A complete list of active advisors currently associated with Veracity Capital LLC

Warmer can help you find a great advisor at Veracity Capital LLC or one who fits your needs even better.

Veracity Capital LLC provides comprehensive investment management, financial planning, and retirement plan advisory services primarily to high‑net‑worth individuals, families, trusts, estates and businesses. The firm offers discretionary portfolio management, ERISA 3(21) plan support, and estate‑planning assistance facilitated through third‑party providers. The firm generally pursues a long‑term, customized portfolio approach using mutual funds, ETFs, individual equities and fixed income, drawing on fundamental, quantitative, technical and modern‑portfolio‑theory analysis. Veracity may engage outside managers, implements option overlay strategies that use derivatives (with client education and written attestations), and routes fixed‑income trading through Falcon Square Capital. Uncommon features noted in the brochure include affiliated operating entities for insurance brokerage (Veracity Capital Risk Management, LLC) and tax preparation/planning (Veracity Capital Tax Advisors, LLC), arrangements the firm discloses can create potential conflicts of interest. The brochure also discloses that Veracity uses testimonials and endorsements in advertising and that certain option overlay strategies are billed on agreed notional exposure (included in AUM), practices that are less common among comparable team firms.

To learn more about the advisors currently working at Veracity Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.