A complete list of active advisors currently associated with Veritas Capital

Warmer can help you find a great advisor at Veritas Capital or one who fits your needs even better.

Veritas Capital LLC provides investment advisory services primarily to individual retail clients, including blue-collar workers and small business owners, and offers portfolio management with incidental financial and retirement planning. The brochure also describes advice to employer‑sponsored retirement plan participants on an individual basis, including held‑away 401(k) guidance. The firm’s stated approach emphasizes risk management and long‑term, diversified portfolios with a core of broad market index funds (including S&P 500‑oriented holdings) and model portfolios that are adjusted to each client’s circumstances. Veritas Capital says it will use volatility analysis and forecasts to adjust equity exposure for 401(k) participants, intends to use SGOV for short‑term bond exposure, and may recommend leveraged ETFs such as SSO and UPRO for clients with longer horizons and higher risk tolerance. Distinctive features in the brochure include that the firm was formed in 2026 and reported $0 in assets under management as of March 19, 2026, with a sole owner who is the firm’s only supervised person and is early in his career (born 2004). The firm requires clients to maintain accounts at Interactive Brokers (does not permit directed brokerage) and discloses that the principal also works as an independent tax preparer for FRC Financial under a separate contractor arrangement.

To learn more about the advisors currently working at Veritas Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.