# Achieving Veritas LLC

> Achieving Veritas LLC is a state-registered investment advisory firm in St. Augustine, FL, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 22, 2026.

- CRD: 327170
- Filed as: ACHIEVING VERITAS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: St. Augustine, FL
- Filing period: October 2026
- Form ADV filing dated: April 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327170
- AdvisorCensus page: https://advisorcensus.com/firm/achieving-veritas-llc-st-augustine-fl-327170

## Quick answers

**How is Achieving Veritas LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Achieving Veritas LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Achieving Veritas LLC located?**
Achieving Veritas LLC's principal office is in St. Augustine, FL, according to its Form ADV.

**Is Achieving Veritas LLC registered with the SEC or a state?**
Achieving Veritas LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327170.

**How much does Achieving Veritas LLC manage?**
Achieving Veritas LLC reports $70,115,876 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (100% discretionary).

**What types of clients does Achieving Veritas LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (53); high net worth individuals (33).

**Does Achieving Veritas LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/327170

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $70,115,876
- Discretionary: $70,115,876
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 53 | $15,654,389 |
| High net worth individuals | 33 | $54,461,487 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Achieving Veritas LLC (CRD 327170): Form ADV filing data as of October 2026.