|
⚲
|
| Keyboard |
| Veracity Capital LLC
✚
|
|
|---|---|
| CRD # | 304272 |
| SEC # | 801-116934 |
| CIK # | 0001811005 |
| AUM | 799.8 M (2026-04-08) |
| Employees | 12 (92% Investors, 0% Brokers) |
| Phone | 844-508-7884 |
| Address | 2859 Paces Ferry Road Atlanta, GA 30339 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.4 | ||
| Alphabet Inc | 6.1 | ||
| Nvidia Corp | 5.4 | ||
| Micron Technology Inc | 4.3 | ||
| Amazon Com Inc | 4.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 4.0 | ||
| Microsoft Corp | 4.0 | ||
| Regeneron Pharmaceuticals Inc | 3.5 | ||
| Broadcom Inc | 2.9 | ||
| Alphabet Inc | 2.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 57.1 |
| (b) Individuals (high net worth individuals) | 219 | 739.7 |
| (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 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,852 | 799.8 |
| By Discretionary | ||
| Discretionary | 1,830 | 791.5 |
| Non-Discretionary | 22 | 8.3 |
| Total | 1,852 | 799.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 799.8 | |
| Total | 1,852 | 799.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001811005] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 4 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
EagleClaw Capital Management LLC
✚
|
MA | 803.3 M |
|
Moss LUSE & Womble LLC
✚
|
TX | 803.2 M |
|
Clear Trail Advisors LLC
✚
|
TX | 803.1 M |
|
The L Warner Companies Inc
✚
|
MD | 802.4 M |
|
Laffer Tengler Investments Inc
✚
|
TN | 800.1 M |
|
Creekmur Asset Management LLC
✚
|
IL | 800.0 M |
|
Financial Focus LLC
✚
|
CA | 800.0 M |
|
Relevant Wealth Advisors LLC
✚
|
CA | 799.0 M |
|
Proffitt & Goodson Inc
✚
|
TN | 797.7 M |
|
Folger Nolan Fleming Douglas Incorporated
✚
|
DC | 797.4 M |