Veracity Capital is an investment advisor in Atlanta with $576.20 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
831535498
SEC advisor number
801-116934
FINRA CRD number
304272
AUM ?
$576.20 mm
(as of 23 May 23)
Accounts
1,611
(as of 23 May 23)
Employees
14
(13 investment advisory or research)
Address
Veracity Capital
5001 SPRING VALLEY RD.
1130E
DALLAS
TX 75244
5001 SPRING VALLEY RD.
1130E
DALLAS
TX 75244
Office hours
Monday - Friday, 9:00 AM - 5:00 PM
Phone
949-345-1954
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Mess, Michael, Jonathan | Chief Financial Officer & Chief Compliance Officer | 11/2018 | 10-25% |
Gray, Kevin, Scott | Chief Executive Officer | 11/2018 | 10-25% |
Rogers, John, David | President/chief Operating Officer | 11/2018 | 10-25% |
Collopy, Michael | Wealth Advisor | 11/2018 | 5-10% |
Boutwell, Kevin, Michael | Wealth Advisor | 11/2018 | 5-10% |
Shamlian, Harry, Ronald | Wealth Advisor | 11/2018 | 5-10% |
Liscom, Clayton, Lee | Wealth Advisor | 11/2018 | 5-10% |
Harwell, Matthew, Grant | Wealth Advisor | 11/2018 | 5-10% |
Rinker, John, Arthur | Client Relations Manager | 11/2018 | < 5% |
Matzell, Benjamin, Hodgkins | Client Relations Manager | 11/2018 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Jul 24
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
22 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
6 Apr 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
17 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22