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Kevin Michael Boutwell

Veracity Capital LLC

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About Kevin Michael Boutwell

Kevin Boutwell is a registered Investment Advisor Representative with Veracity Capital LLC and has been in the industry since October 2013. Kevin holds a Series 66, SIE and Series 7 licenses. He is also a Certified Financial Planner. Kevin has previous experience with Goldman Sachs, Mercer Allied Company, L.P. and F3 Logic, LLC. Kevin's firm Veracity Capital LLC is based in Atlanta, GA and has over 1744 accounts under management totaling over $695,437,335 in assets. Veracity Capital LLC focuses on providing financial planning and portfolio management services to high net worth individuals, corporations and other businesses. Kevin is licensed to provide investment advisory services in Georgia and Texas.

Firm Information

Kevin Boutwell is currently registered with Veracity Capital LLC. Veracity Capital LLC is an investment advisor headquartered in Atlanta, GA. The firm advises individuals, high-net-worth individuals, and corporations. Veracity Capital offers financial planning, pension consulting, and portfolio management services. They manage approximately $695 million in assets.
Veracity Capital LLC

2859 PACES FERRY ROAD

ATLANTA, GA 30339

$695.44M

Assets Under Management

4

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kevin Boutwell’s Registration & Firm History

GA

12/17/2021 - Present

Veracity Capital LLC (ATLANTA GA)

GA

11/09/2015 - 11/14/2018

MERCER ALLIED COMPANY, L.P. (ATLANTA GA)

NY

10/08/2013 - 11/06/2015

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/12/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Michael Boutwell.
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