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| Veracity Capital LLC
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|
|---|---|
| CRD # | 304272 |
| SEC # | 801-116934 |
| CIK # | 0001811005 |
| AUM | $659.5 MM (2024-08-27) |
| Employees | 14 (93% Investors, 0% Brokers) |
| Phone | 844-508-7884 |
| Address | 2859 Paces Ferry Road Atlanta, GA 30339 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 7.6 | |
| REGN | 65,294.8 | 6.1 | |
| MSFT | 1,918,222.4 | 6.1 | |
| NVDA | 399,550.0 | 4.0 | |
| AMZN | 1,092,997.8 | 3.9 | |
| GOOGL | 1,475,138.5 | 3.3 | |
| LLY | 301,789.7 | 2.9 | |
| PM | 158,793.3 | 2.4 | |
| OKE | 25,448.2 | 2.2 | |
| FI | 2.0 | ||
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 141 | 59.7 |
| (b) Individuals (high net worth individuals) | 191 | 597.7 |
| (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 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,677 | 659.5 |
| By Discretionary | ||
| Discretionary | 1,658 | 650.8 |
| Non-Discretionary | 19 | 8.7 |
| Total | 1,677 | 659.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 659.5 | |
| Total | 1,677 | 659.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001811005] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Petra Capital Management Inc
✚
|
0.7 | |
|
BMO Nesbitt Burns Securities Ltd
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|
0.7 | |
|
American Money Management LLC
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CA | 0.7 |
|
Wealth Management Group LLC
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IL | 0.7 |
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Wembley Strategic Advisory LLC
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NY | 0.7 |
|
Westside Investment Management LLC
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|
CA | 0.7 |
|
Hartline Investment Corp
✚
|
IL | 0.7 |
|
CIC Wealth LLC
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|
MD | 0.7 |
|
Chatham Capital Group Inc
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|
GA | 0.7 |
|
Wall Capital Group Inc
✚
|
AZ | 0.7 |