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Matthew Grant Harwell

Veracity Capital LLC

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About Matthew Grant Harwell

Matthew Grant Harwell is a financial advisor in Dallas, Texas and is registered with Veracity Capital LLC. Matthew has been a financial advisor for over 10 years. Matthew has a Series 66, Series 7 and SIE license. Matthew's previous employer was Mercer Allied Company, L.P. Matthew is also a licensed insurance agent at Veracity Capital Risk Management LLC. Matthew specializes in financial planning, portfolio management for businesses, and portfolio management for individuals. Matthew is dedicated to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Matthew Harwell 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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Matthew Harwell’s Registration & Firm History

TX

07/24/2019 - Present

Veracity Capital LLC (Dallas TX)

TX

08/19/2008 - 11/14/2018

MERCER ALLIED COMPANY, L.P. (DALLAS TX)

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Licenses & Designations

BOTH

Issued 09/29/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Grant Harwell.
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