Kevin
Boutwell

Veracity Capital LLC

CRD#6186444
Investment Advisor
in Atlanta, GA

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About this Advisor

Kevin Boutwell is a certified financial planner operating in Atlanta, Georgia who has 4 years of industry experience. Boutwell is an employee of Veracity Capital LLC. During their career, the advisor has held roles at Goldman Sachs, United States Navy, F3 Logic, LLC, The Ayco Company, Lp, Veracity Capital, LLC and The Ayco Company, L.P./Mercer Allied. Boutwell has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Georgia and Texas. Veracity Capital LLC is an advisory business that has its headquarters in Atlanta, GA. The firm has offices in four locations and a total of 14 financial advisors. It administers $576 million in assets among its 1,611 client accounts, making it one of the larger firms in the country by assets under management. Of its 1,611 customer accounts, 55% are held by high-net-worth clients who have more than $1 million in investable assets. The advisory firm performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules depend on the financial services provided. However, fees billed by Veracity Capital LLC most likely include asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

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

2859 Paces Ferry Road Suite 635
Atlanta, GA 30339

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Veracity Capital LLC Brokerage Details

Total Assets Under Management

$576,203,259

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

14

GA Average: 58
Total Number of Accounts

1,611

GA Average: 1,608
Average Account Size

$357,668

GA Average: $2,220,225

Investment Advisory Services

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

Kevin Boutwell Work History

Kevin has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

Veracity Capital, LLC

2015 - Present (9 years)

The Ayco Company, L.P./Mercer Allied

2018 - 2019 (1 year)

F3 Logic, LLC

2015 - 2018 (3 years)

The Ayco Company, Lp

2013 - 2015 (2 years)

Goldman Sachs

2002 - 2013 (11 years)

United States Navy

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kevin Boutwell 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

Mary Huston Liscom
Miami, FL
John Rinker
Atlanta, GA
John Rogers
Atlanta, GA
Christina Mumpower
Atlanta, GA
Benjamin Matzell
Atlanta, GA
Michael Collopy
Atlanta, GA
Michael Mess
Newport Beach, CA
Matthew Harwell
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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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