Palm Beach Garden, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Veracity Capital LLC
Team
Firm-wide stats for Veracity Capital LLC
About
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.
Based on Veracity Capital LLC
Expertise
Based on Veracity Capital LLC
Location
4822 Northlake Blvd., Suite B
Palm Beach Garden FL 33418
Advisors at this office
2
Advisors at this office
Mary H
Series 65
Palm Beach Garden, FL
Veracity Capital LLC
Mary Huston Liscom is a financial advisor with Veracity Capital LLC, holding a Series 65 designation and four years of industry experience. Her prior work includes roles at Harbor Insurance and Michael J. Rose INC. Veracity Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth clients. The firm employs a long-term, custom-driven investment approach utilizing mutual funds, ETFs, individual equities, and fixed income, complemented by various analytical methods and option overlay strategies.
Clayton L
CFA®, Series 63, Series 65
Palm Beach Gardens, FL
Veracity Capital LLC
Clayton Liscom is a CFA® charterholder with over 31 years of experience in the financial industry. He has been with Veracity Capital LLC since 2018 and has prior experience at F3 Logic, F3/Veracity Capital, and The Ayco Company, L.P./Mercer Allied. Veracity Capital LLC provides investment management, financial planning, and retirement plan advisory services primarily to high-net-worth individuals, families, trusts, estates, and businesses. The firm employs a long-term, customized approach using a range of investment strategies and tools, including mutual funds, ETFs, equities, fixed income, option overlays, and outside managers.
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