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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Veracity Capital LLC
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| CRD # | 304272 |
| SEC # | 801-116934 |
| CIK # | 0001811005 |
| AUM | $695.4 M (2025-05-01) |
| Employees | 14 (93% Investors, 0% Brokers) |
| Phone | 844-508-7884 |
| Address | 2859 Paces Ferry Road Atlanta, GA 30339 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.0 | ||
| Microsoft Corp | 6.8 | ||
| Nvidia Corp | 5.0 | ||
| Amazon Com Inc | 4.8 | ||
| VIAD Corp | 3.5 | ||
| Alphabet Inc | 3.1 | ||
| Regeneron Pharmaceuticals Inc | 2.9 | ||
| Home Depot Inc | 2.6 | ||
| American Express Co | 2.4 | ||
| Tesla Motors Inc | 2.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 145 | 75.8 |
| (b) Individuals (high net worth individuals) | 183 | 616.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 2.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,744 | 695.4 |
| By Discretionary | ||
| Discretionary | 1,720 | 681.6 |
| Non-Discretionary | 24 | 13.9 |
| Total | 1,744 | 695.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 695.4 | |
| Total | 1,744 | 695.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001811005] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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Fiduciary Financial Group LLC
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CA | 0.7 |
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Freedom Advisory LLC
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PR | 0.7 |
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Buttonwood Financial Group LLC
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MO | 0.7 |
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Fiduciary Family Office LLC
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FL | 0.7 |
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Ipswich Investment Management Company Inc
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MA | 0.7 |
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DL Carlson Investment Group Inc
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NH | 0.7 |
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American Wealth Management
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NV | 0.7 |
|
Marathon Capital Management LLC
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MD | 0.7 |
|
Seneca Financial Advisors LLC
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NY | 0.7 |
|
Blue Edge Capital LLC
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|
VA | 0.7 |