V
Veritas Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Veritas Capital LLC provides investment advisory services primarily to individual retail clients, including blue-collar workers and small business owners, and offers portfolio management with incidental financial and retirement planning. The brochure also describes advice to employer‑sponsored retirement plan participants on an individual basis, including held‑away 401(k) guidance.
The firm’s stated approach emphasizes risk management and long‑term, diversified portfolios with a core of broad market index funds (including S&P 500‑oriented holdings) and model portfolios that are adjusted to each client’s circumstances. Veritas Capital says it will use volatility analysis and forecasts to adjust equity exposure for 401(k) participants, intends to use SGOV for short‑term bond exposure, and may recommend leveraged ETFs such as SSO and UPRO for clients with longer horizons and higher risk tolerance.
Distinctive features in the brochure include that the firm was formed in 2026 and reported $0 in assets under management as of March 19, 2026, with a sole owner who is the firm’s only supervised person and is early in his career (born 2004). The firm requires clients to maintain accounts at Interactive Brokers (does not permit directed brokerage) and discloses that the principal also works as an independent tax preparer for FRC Financial under a separate contractor arrangement.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Retirement income strategy
Cash flow / budgeting
Occupation focus
Self-Employed
Fee options
1.00% annually for portfolio management; 0.50% annually for held-away/401(k) advisory services
Main office location
Veritas Capital
7233 Antoinette Dr
Parma OH 44129, United States
Number of offices
1
Most active in
Veritas Capital has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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