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John Rogers

Veracity Capital LLC
23 Years of Experience
Atlanta, GA
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

John Rogers is a registered investment advisor at Veracity Capital LLC, based in Atlanta, GA, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 362 clients with $800M in assets under management.

Veracity Capital LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
362 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$799.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.40%
$5.0M - $10.0M1.30%
$10.0M - $25.0M1.20%
$25M+1.00%

Fees may be negotiable at the sole discretion of the advisor. Certain clients may have a fixed annual fee or different fee schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2859 Paces Ferry Road, Suite 635, Atlanta, GA, 30339

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2019
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

John is a licensed insurance agent and principal with Veracity Capital Risk Management LLC, offering insurance products that may present a conflict of interest. He also offers tax preparation and planning services through Veracity Capital Tax Advisors, LLC, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Veracity Capital LLC
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
Compass Securities CorporationBroker
October 2019 - August 2020 · 10 mos
F3logic, LLC
October 2018 - December 2019 · 1 yr 2 mos
The Ayco Company,l.p.
March 2011 - October 2018 · 7 yrs 7 mos
Mercer Allied Company, L.P.Broker
February 2011 - October 2018 · 7 yrs 8 mos
AXA Advisors, LLC
October 2010 - December 2010 · 2 mos
AXA Advisors, LLCBroker
August 2003 - December 2010 · 7 yrs 4 mos
State Registrations2 states
GATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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