Michael
Mess

Veracity Capital LLC

CRD#5332104
Investment Advisor
in Newport Beach, CA

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About this Advisor

Michael Mess is a financial advisor based in Newport Beach, California, working with Veracity Capital LLC. Michael has previously held positions at The Ayco Company Lp, F3 Logic, LLC, Veracity Capital LLC, Purshe Kaplan Sterling Investments, Mj Ventures, Sandpiper Exchange LLC, and Veracity Capital Tax Advisors, LLC. Michael has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Michael is part of Veracity Capital LLC, which operates out of Newport Beach, California. The firm has 4 offices and 13 employees. The firm manages assets totaling $659.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Veracity Capital LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

4100 Newport Place Suite 255
Newport Beach, CA 92660

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Veracity Capital LLC Brokerage Details

Total Assets Under Management

$659,529,054

CA Average: $3,570,121,308
Total Number of Employees

13

CA Average: 58
Total Number of Accounts

1,677

CA Average: 1,608
Average Account Size

$393,279

CA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Michael Mess Work History

2024 - Present (0 year)

Veracity Capital Tax Advisors, LLC

2022 - Present (2 years)

Sandpiper Exchange LLC

2021 - Present (3 years)

Mj Ventures

2018 - Present (6 years)

Veracity Capital LLC

2020 - 2022 (2 years)

Purshe Kaplan Sterling Investments

2018 - 2019 (1 year)

F3 Logic, LLC

2007 - 2018 (11 years)

The Ayco Company Lp

Disclosures

Please visit the SEC profile of Michael Mess to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Veracity Capital LLC

Chandler Warren
Atlanta, GA
Mary Huston Liscom
Miami, FL
Benjamin Matzell
Atlanta, GA
Kevin Boutwell
Atlanta, GA
John Rinker
Atlanta, GA
John Rogers
Atlanta, GA
Christina Mumpower
Atlanta, GA
Michael Collopy
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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