Veracity Capital LLC

Veracity Capital LLC is a financial advisory firm established in August 2018, headquartered in Atlanta, GA. The firm specializes in offering investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, primarily focusing on high-net-worth clients. Veracity provides customized investment management, planning, and consulting services tailored to each client's individual needs. The firm's investment strategy is primarily long-term focused, utilizing mutual funds, ETFs, individual stocks, and fixed income securities. Veracity may also recommend outside money managers for client portfolios, with the client having the opportunity to place restrictions on investments. Clients grant Veracity discretion to purchase and sell securities in their portfolios, with the firm monitoring and managing the portfolios to align with client goals and risk tolerance. Veracity's fee structure for investment advisory services is based on a tiered annual fee ranging from 1.50% to 1.00% of total assets under management. The firm does not charge performance-based fees and does not participate in wrap fee programs. Veracity does not have custody of client assets and does not vote proxies for clients. The firm's Code of Ethics emphasizes loyalty, fairness, and good faith towards clients, and the firm discloses potential conflicts of interest related to compensation, referrals, and personal trading. Veracity reviews client accounts regularly and provides clients with brokerage statements and reports on holdings, allocations, and performance. The firm does not have any adverse financial situations that would impair its ability to meet client obligations. Clients are encouraged to review all disclosures and agreements carefully and contact Veracity for additional information or clarification.