Veritas Bitcoin Strategies, LLC. DBA Veritas Bitcoin Strategies

Veritas Bitcoin Strategies primarily serves family offices and high-net-worth investors—with a stated repositioning toward clients with investable assets of $50 million or more—while maintaining legacy relationships with individual clients. The firm offers asset management focused on Bitcoin allocation through a separately managed account (SMA), traditional public-market portfolio management, financial planning and consulting, and 1031/DST consulting for real‑estate exchanges.

The firm’s investment approach centers on a Bitcoin‑centric SMA that obtains exposure via U.S.-listed spot Bitcoin ETFs, publicly traded companies with material Bitcoin treasuries, and downside‑protected equity ETFs; capital preservation is described as the primary objective with meaningful upside participation as secondary. The SMA is managed at the model level on a discretionary basis, reviewed at least annually (with rebalancing applied across client accounts as appropriate), and the firm discloses that direct on‑chain Bitcoin positions managed through institutional custodians are included in client assets under management when applicable.

Several features distinguish the firm from many peers: its brochure discloses hands‑on educational services and sponsored seminars, and the firm provides flat‑fee Bitcoin setup and custody consulting (including node and multi‑signature assistance) to clients and prospects. The firm’s materials also describe several nonstandard offerings and disclosures—insurance agency activity by representatives, 1031/DST and private‑placement consulting, use of a publicly traded variable‑rate preferred (STRC) tied to a Bitcoin treasury, and explicit outcome‑period and hypothetical performance disclosures for downside‑protected structured ETFs—each noted in the firm’s ADV as potential conflicts and discussed with corresponding risk and supervisory mitigations.