Veracity Capital Llc
- Regulatory AUM
- $800M
- Discretionary
- $791M
- Clients
- 362
- Avg AUM / client
- $2.2M
- Accounts
- 1,852
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Apr 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 140 | $57.1M | 7.14% |
| High net worth individuals | 219 | $740M | 92.5% |
| Corporations and other businesses | 3 | $3.0M | 0.38% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Benjamin Hodgkins Matzell | Client Relations Manager | Nov 2018 (8y) | Less than 5% | |
| Clayton Lee Liscom | Wealth Advisor | CFA | Nov 2018 (8y) | 5% – 10% |
| John Arthur Rinker | Client Relations Manager | CFP | Nov 2018 (8y) | Less than 5% |
| John David Rogers | President/Chief Operating Officer | Nov 2018 (8y) | 25% – 50% | |
| Kevin Scott Gray | Chief Executive Officer | Nov 2018 (8y) | 25% – 50% | |
| Kevin Michael Boutwell | Wealth Advisor | CFP | Nov 2018 (8y) | 5% – 10% |
| Michael Collopy | Wealth Advisor | CFP | Nov 2018 (8y) | 5% – 10% |
| Michael Jonathan Mess | Chief Financial Officer & Chief Compliance Officer | Nov 2018 (8y) | 25% – 50% | |
| Matthew Grant Harwell | Registered representative | Jul 2019 (7y) | ||
| Chandler James Warren | Registered representative | Apr 2024 (2y) | ||
| Mary Hannah Huston Liscom | Registered representative | Jan 2025 (2y) |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/08/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $787M (98% of AUM) Apr 2026
- Fidelity Brokerage Services $654M (99% of AUM) Oct 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 08, 2026.
View current Form ADV (SEC/IAPD) ↗