# Veracity Capital LLC

> Veracity Capital LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 8, 2026.

- CRD: 304272
- Filed as: VERACITY CAPITAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: April 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304272
- AdvisorCensus page: https://advisorcensus.com/firm/veracity-capital-llc-atlanta-ga-304272

## Quick answers

**How is Veracity Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Veracity Capital LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Veracity Capital LLC located?**
Veracity Capital LLC's principal office is in Atlanta, GA, according to its Form ADV; the May 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Veracity Capital LLC registered with the SEC or a state?**
Veracity Capital LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304272.

**How much does Veracity Capital LLC manage?**
Veracity Capital LLC reports $799,765,259 in regulatory assets under management in its Form ADV filing dated April 8, 2026 (99% discretionary).

**How have Veracity Capital LLC's assets and staff changed since 2021?**
In the Form ADV data for Veracity Capital LLC: Regulatory assets under management: $475,352,704 in the October 2021 data and $799,765,259 in the October 2026 data, up 68%. Total employees: 15 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Veracity Capital LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (219); individuals (other than high net worth individuals) (140); corporations or other businesses not listed above (3).

**Which custodians does Veracity Capital LLC use?**
Veracity Capital LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Veracity Capital LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304272

**What changed in Veracity Capital LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $695,437,335 to $799,765,259 (+15%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $799,765,259
- Discretionary: $791,464,420
- Non-discretionary: $8,300,839

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 140 | $57,095,188 |
| High net worth individuals | 219 | $739,670,568 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $2,999,503 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 12 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, AZ, CA, CO, CT, FL, GA, MA, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Colleyville, TX
- Newport Beach, CA
- Palm Beach Garden, FL

### Websites listed on Form ADV (Item 1.I)
- [veracitycapital.com](https://veracitycapital.com)
- Facebook @veracitycapital
- Instagram @veracitycapitalofficial
- LinkedIn @veracity-capital
- X @veracitycapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $475,352,704 | 15 | September 17, 2021 |
| October 2022 | $567,911,768 | 15 | August 11, 2022 |
| October 2023 | $576,203,259 | 14 | July 19, 2023 |
| October 2024 | $659,529,054 | 14 | September 16, 2024 |
| October 2025 | $695,437,335 | 14 | May 1, 2025 |
| October 2026 | $799,765,259 | 12 | April 8, 2026 |

Regulatory assets under management: $475,352,704 in the October 2021 data and $799,765,259 in the October 2026 data, up 68%.
Total employees: 15 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $695,437,335 to $799,765,259 (+15%).
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Employees performing advisory functions went from 13 to 11.
- Added an office in Colleyville, TX.
- No longer lists an office in Frisco, TX.
- Registered or notice-filed in SC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Veracity Capital LLC (CRD 304272): Form ADV filing data as of October 2026.