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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-11-2019
- Office Locations
- 3
Office Locations
About Veracity Capital LLC
Veracity Capital is an employee-owned RIA providing boutique, fiduciary wealth management for high-net-worth executives, business owners, and individuals preparing for retirement. The firm pairs investment management with retirement/cash-flow, tax, insurance/risk, and estate/legacy planning, and commonly implements portfolios using ETFs, public funds, and select private funds, with custody through Fidelity/NFS.
Team overview
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Owner & Executives
Kevin Michael Boutwell
Wealth Advisor
- CRD
- #6186444
- Ownership
- Less than 5%
Michael Collopy
Wealth Advisor
- CRD
- #5782175
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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MATTHEW GRANT HARWELL
Wealth Advisor
- CRD
- #5162639
Mary Hannah Huston Liscom
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- CRD
- #7510634
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $791,464,420 | $432,494 |
| Non-Discretionary | $8,300,839 | $377,311 |
| Total | $799,765,259 | $431,839 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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