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CRD 304272
ATLANTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MATTHEW GRANT HARWELL | n/a | ATLANTA, GA | COLLEYVILLE, TX | 7 | 19 | 3 | no |
| Benjamin Hodgkins Matzell | n/a | NEWPORT BEACH, CA | ATLANTA, GA | 7 | 14 | 4 | no |
| John David Rogers | n/a | ATLANTA, GA | 7 | 22 | 3 | no |
| John Arthur Rinker | Certified Financial Planner | ATLANTA, GA | 7 | 14 | 2 | no |
| Kevin Michael Boutwell | Certified Financial Planner | ATLANTA, GA | 7 | 12 | 2 | no |
| Clayton Lee Liscom | Chartered Financial Analyst | ATLANTA, GA | Palm Beach Gardens, FL | 6 | 31 | 2 | no |
| Michael Collopy | Certified Financial Planner | ATLANTA, GA | 4 | 17 | 2 | no |
| Michael Jonathan Mess | n/a | ATLANTA, GA | NEWPORT BEACH, CA | 4 | 19 | 2 | no |
| Chandler James Warren | n/a | ATLANTA, GA | 2 | 12 | n/a | no |
| Mary Hannah Huston Liscom | n/a | ATLANTA, GA | PALM BEACH GARDEN, FL | 1 | 11 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Boutwell, Kevin, Michael | WEALTH ADVISOR | A | yes | 11/2018 | Mar 14, 2023 | Oct 1, 2024 |
| Collopy, Michael | WEALTH ADVISOR | A | yes | 11/2018 | Mar 14, 2023 | Oct 1, 2024 |
| GRAY, KEVIN, SCOTT | CHIEF EXECUTIVE OFFICER | C | yes | 11/2018 | Jun 10, 2019 | Oct 1, 2024 |
| Mess, Michael, Jonathan | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | C | yes | 11/2018 | Jun 10, 2019 | Oct 1, 2024 |
| Rogers, John, David | PRESIDENT/CHIEF OPERATING OFFICER | C | yes | 11/2018 | Jun 10, 2019 | Oct 1, 2024 |
| Liscom, Clayton, Lee | WEALTH ADVISOR | A | no | 11/2018 | Mar 14, 2023 | Oct 1, 2024 |
| Matzell, Benjamin, Hodgkins | CLIENT RELATIONS MANAGER | Na | no | 11/2018 | Mar 14, 2023 | Oct 1, 2024 |
| Rinker, John, Arthur | CLIENT RELATIONS MANAGER | Na | no | 11/2018 | Mar 14, 2023 | Oct 1, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| VERACITY CAPITAL RISK MANAGEMENT, LLC | n/a | n/a | n/a | N | yes | n/a |
| VERACITY CAPITAL TAX ADVISORS, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| NEWPORT BEACH | CA | United States | 2 | no |
| PALM BEACH GARDEN | FL | United States | 2 | no |
| Dallas | TX | United States | 2 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 8, 2026 | $800M | $791M | 12 | 11 | 3 | n/a | n/a |
| 2024 | Feb 27, 2025 | $695M | $682M | 14 | 13 | 3 | n/a | n/a |
| 2023 | Feb 16, 2024 | $660M | $651M | 14 | 13 | 4 | n/a | n/a |
| 2022 | Mar 14, 2023 | $576M | $569M | 14 | 13 | 4 | n/a | n/a |
| 2021 | Mar 17, 2022 | $568M | $555M | 15 | 14 | 4 | n/a | n/a |
| 2020 | Mar 29, 2021 | $475M | $475M | 13 | 13 | 3 | n/a | n/a |
| 2019 | Mar 20, 2020 | $422M | $403M | 16 | 14 | 4 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 2 | -2 | 20.0% | 0 | 0 | 0 | 1 | 4 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $800M | $695M | 15.0% | $576M | 11.5% | 12 | 14 | 3 | 3 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| F3LOGIC, LLC | 9 | Dec 10, 2019 | Dec 20, 2021 | BURNSVILLE, MN | Team lift out | RIA to RIA | 31.0% |