A
CRD: 327170
Achieving Veritas LLC
St. Augustine, FL, 32080
9044716444
$70.1M Total AUM
$70.1M Disc. AUM
-- 3Y CAGR
4 Employees
86 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Bank OF America · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-2023
- Office Locations
- 1
Office Locations
1301 Plantation Island Drive S. Suite 201b St. Augustine FL
About Achieving Veritas LLC
Achieving Veritas LLC is a St. Augustine-based RIA. The firm has been operating for 3 years. Managing $70.1M in total assets under management, with 4 advisory representatives. They custody assets with Bank OF America and Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$17.5M AVG AUM / ADVISOR
$815.3K AVG AUM / CLIENT
2.4 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
3yrs Firm Age
Insights
Open the full profile to inspect shifts in pioneer pathway.
Upgrade to reveal position-level detail across pioneer capital.
Request access to benchmark trends tied to element harbor.
See the complete signal summary connected to matrix.
Unlock to compare peer behavior around bridge horizon.
Request access to benchmark trends tied to bridge.
Unlock to see real insight on signal north.
Open the full profile to inspect shifts in foundation ember.
Asset Classes
Timber horizon Optima radial Timber
Client Personas
Peak
Investment Themes
Prime Foundation vector
Investment Vehicles
Summit
Services
Quantum Timber Glacier Wave pathway Pathway eagle Value ridge
Owner & Executives
F
FRANCIS JOSEPH BENISCHECK
Founder, Managing Member, President
- CRD
- #1172824
- Ownership
- 75% or more
(341) 262-8583
pathway.glacier@momentumcapital.com
in linkedin.com/in/quantum-harbor
J
JACQUELINE M GARRA
--
- CRD
- --
- Ownership
- Less than 5%
(419) 253-1804
value.momentum@deltacapital.com
in linkedin.com/in/insight-ember
E
Eagle harbor
Glacier value
- CRD
- #53419
- Ownership
- 20.8%
(982) 946-1451
capital.wave@quantumcapital.com
in linkedin.com/in/timber-delta
Showing 2 of 3 owners & executives
Unlock allContacts
Shaun Robert Callahan
--
- CRD
- #5731917
(951) 233-7389
legacy.north@insightcapital.com
in linkedin.com/in/value-signal
B
BRAD ALEXANDER MATOS
Advisor
- CRD
- #7256178
(508) 572-8973
delta.ridge@insightcapital.com
in linkedin.com/in/bridge-element
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,115,876 | -- |
| Non-Discretionary | $0 | -- |
| Total | $70,115,876 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $70,115,876
Public Funds:
19.5% Equity - Exchange:
32.8% Cash:
28.9% Other:
18.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $603,718,191 | 19.5% |
| Equity - Exchange | $1,015,484,957 | 32.8% |
| Cash | $894,741,319 | 28.9% |
| Other | $582,046,256 | 18.8% |
| Total | $3,095,990,723 | 100.0% |