# Veritas Financial Consulting LLC

> Veritas Financial Consulting LLC is a state-registered investment advisory firm in Monrovia, CA, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 314363
- Filed as: VERITAS FINANCIAL CONSULTING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Monrovia, CA
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314363
- AdvisorCensus page: https://advisorcensus.com/firm/veritas-financial-consulting-llc-monrovia-ca-314363

## Quick answers

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

**Where is Veritas Financial Consulting LLC located?**
Veritas Financial Consulting LLC's principal office is in Monrovia, CA, according to its Form ADV.

**Is Veritas Financial Consulting LLC registered with the SEC or a state?**
Veritas Financial Consulting LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 314363.

**How much does Veritas Financial Consulting LLC manage?**
Veritas Financial Consulting LLC reports $86,240,677 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (99% discretionary).

**What types of clients does Veritas Financial Consulting LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (36); individuals (other than high net worth individuals) (32).

**Does Veritas Financial Consulting 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/314363

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $86,240,677
- Discretionary: $85,606,393
- Non-discretionary: $634,284

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $17,384,584 |
| High net worth individuals | 36 | $68,856,093 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [veritasfc.com](https://veritasfc.com)
- [veritasfinancialconsulting.com](https://veritasfinancialconsulting.com)
- LinkedIn @joshuadgarcia

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Veritas Financial Consulting LLC (CRD 314363): Form ADV filing data as of October 2026.