Matthew
Harwell

Veracity Capital LLC

CRD#5162639
Investment Advisor
in Dallas, TX

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About this Advisor

Matthew Harwell is a financial advisor based in Dallas, Texas, working with Veracity Capital LLC. Matthew has previously held positions at The Ayco Company, Lp, F3 Logic, LLC, and Veracity Capital LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Matthew is part of Veracity Capital LLC, which operates out of Dallas, Texas. 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

5001 Spring Valley Road Suite 545E
Dallas, TX 75244

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Veracity Capital LLC Brokerage Details

Total Assets Under Management

$659,529,054

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

13

TX Average: 58
Total Number of Accounts

1,677

TX Average: 1,608
Average Account Size

$393,279

TX Average: $2,220,225

Investment Advisory Services

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

Matthew Harwell Work History

2018 - Present (7 years)

Veracity Capital LLC

2018 - 2019 (1 year)

F3 Logic, LLC

2007 - 2018 (11 years)

The Ayco Company, Lp

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Matthew Harwell 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
Kevin Boutwell
Atlanta, GA
Benjamin Matzell
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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