Michael Collopy
Financial advisor at Veracity Capital LLC · Atlanta, GA
Last updated 2026-10-10
Claim your profileMichael Collopy is a financial advisor at Veracity Capital LLC in Atlanta, GA, CRD 5782175. Licenses and exams on the registration: Series 66. IAPD registration began 2012-09-21.
Registration
- CRD number
- 5782175
- Registration status
- Active
- IAPD registration
- 2012-09-21
- Industry Experience
- 14 years
- Work Experience
- 17 years
- States registered
- GA, TX
Licenses and exams
- Series 66
Designations
- CFP®
Work history
- 2011-08 to 2018-11 · The Ayco Company, Lp/mercer Allied · Miami, FL
- 2018-11 to 2019-12 · F3 Logic, LLC · Miami, FL
- 2009-05 to 2018-11 · Ayco · Miami, FL
- 2019-07 to 2021-08 · Compass Securities Corporation · Braintree, MA
- 2018-11 to Present · Veracity Capital LLC · Atlanta, GA
- 2024-02 to Present · Veracity Capital Tax Advisors, LLC · Atlanta, GA
Current employment
- Veracity Capital LLC · Atlanta, GA
Veracity Capital LLC
- Regulatory AUM
- $799,765,259
- Registered advisors
- 10
- Offices
- 5
- Clients per advisor
- 36.2 (Low)
- Average AUM per client
- $2.2M (Low)
- High-net-worth client ratio
- 60.5% (High)
Veracity Capital LLC: advisors, services and reported ETF investments
About
Michael Collopy is a CFP® financial advisor at Veracity Capital LLC in Atlanta, GA. Reported securities licenses include Series 66. The latest record indicates 14 years of industry experience and 17 years of reported work history.
Veracity Capital LLC's firm-level Form ADV reports 10 advisors across 5 offices; approximately 36.2 clients per advisor, average assets per client of $2,209,296, and regulatory AUM of $799.8M; client categories including Individuals (non-HNW), High net worth individuals, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $202.3M across 64 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Michael Collopy personally.
Reported ETF positions
Veracity Capital reports 64 ETF positions worth $202.3M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IUSG — iShares Core S&P U.S. Growth ETF | $42.8M |
| IUSV — iShares Core S&P U.S. Value ETF | $40.6M |
| VO — Vanguard Morningstar Mid-Cap ETF | $21.9M |
| DFAI — Dimensional International Core Equity Market ETF | $18.4M |
| PSC — Principal U.S. Small-Cap ETF | $17M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Veracity Capital's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $470.2K | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $470.2K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | USRT — iShares Core U.S. REIT ETF | $201.9K | Top 98.6% | Residual alpha +2.67% · Residual Sharpe 0.14 |
| Diversification Benefits | SMH — VanEck Semiconductor ETF | $284K | Top 94.1% | Replicability (R²) 79.0% · Residual Sharpe 0.20 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Veracity Capital LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Accountant or Accounting Firm
- Insurance Company or Agency
Location
2859 Paces Ferry Road, Atlanta, GA 30339
10 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 844-508-7884
- Website: veracitycapital.com
Official record
Are you Michael Collopy?
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