Vetted Advisor's Table

Michael Collopy, CFP®, CIMA®
Veracity Capital, LLC

Tel: 678-685-3265
2859 Paces Ferry Rd, STE #635
Atlanta, GA 30339
Veracity Capital, LLC | Financial Advisor in Atlanta ,GA

About Michael Collopy

Custody: Fidelity Investments

Mike's is a founding partner of Veracity Capital. His mission is to support and advise his clients on reaching their financial goals, with an emphasis on investment and tax planning. Many of Mike's clients fall into one of two categories; those focused on retirement and distribution strategies or high income earners that receive equity compensation and other employee benefits.

Mike earned a Bachelor of Science in Finance from Coastal Carolina University and an MBA from the College of Saint Rose. He holds both the Certified Financial Planner, CFP®, and Certified Investment Management Analyst CIMA® designations. In addition to his Wealth Advisor role, Mike serves as the chairman of the Veracity Capital Investment Committee where he helps guide the firms investment philosophy.

About Veracity Capital, LLC

We are a boutique financial advisory firm headquartered in Atlanta with several office across the country. We look to build financial plans and investment portfolios, while helping our clients confidently reach their goals.

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General Information

Name of Custodial Firm:   Fidelity Investments
Work Experience:   Mike is a Certified Financial Planner, CFP®, and Certified Investment Management Analyst CIMA®. Prior to becoming a Partner with Veracity Capital, Mike spent 8-years at Goldman Sachs, as a Vice President in their AYCO Division. Mike relocated from New York to Miami, FL in 2013 to expand the AYCO business in the South Florida market. While this was a successful endeavor for Mike and his clients, he ultimately ended up forming Veracity Capital, LLC with 12 of his colleagues in 2018 with a goal of creating a best in class wealth management business.
Advisory Services Provided:   Portfolio Management, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning


Investment Types:   Mutual Funds, Commodities, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Insurance, Annuities, Stocks, Bonds, Options & Futures
Can meet clients in the following ways:   Video Conference, Our Office, Phone, Your Office, Your Home

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Based on Assets, Flat Fee
Additional Details on Charges:   Our advisory fee is generally below 1% on assets under management.


Bachelor of Science in Finance  - Finance   Coastal Carolina University  - Conway, SC
Master in Business Administration  - Business   The College of Saint Rose  - Albany, NY
Certified Investment Management Analyst (CIMA)   Yale University


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Additional Detailed Disclosures



Advisory services offered through Veracity Capital, LLC, a registered investment advisor. Veracity Capital does not provide tax or legal advice. You should contact your tax advisor and/or attorney before making any decisions with tax or legal implications.


Registered Investment Advisor:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

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