Form ADV Part 3 – Client Relationship Summary

Date: 03/13/2026
Item 1: Introduction

VERACITY CAPITAL LLC is an investment adviser registered with the Securities and Exchange Commission offering advisory accounts and services. Brokerage and investment advisory services and fees differ, and it is important that you understand the differences. This document gives you a summary of the types of services and fees we offer. Please visit www.investor.gov/CRS for free, simple tools to research firms and financial professionals, as well as educational materials about broker-dealers, investment advisers, and investing

Item 2: Relationships and Services
Questions to ask us: Given my financial situation, should I choose an investment advisory service? Why or why not? How will you choose investments to recommend to me? What is your relevant experience, including your licenses, education and other qualifications? What do these qualifications mean?

What investment services and advice can you provide me? Our firm primarily offers the following investment advisory services to retail clients: portfolio management (we review your portfolio, investment strategy, and investments); financial planning (we assess your financial situation and provide advice to meet your goals); solicitor/selection of other advisers (we select a third party adviser for you to use). As part of our standard services, we typically monitor client accounts on a regular and continuous basis, with a formal review at least annually. Our firm offers both discretionary advisory services (where our firm makes the decision regarding the purchase or sale of investments) as well as non-discretionary services (where the retail investor makes the ultimate decision). We do not limit the types of investments that we recommend. Our firm does not have a minimum account size. Please also see our Form ADV Part 2A
(“Brochure”), specifically Items 4 & 7.

Item 3: Fees, Costs, Conflicts, and Standard of Conduct
Questions to ask us: Help me understand how these fees and costs might affect my investments. If I give you $10,000 to invest, how much will go to fees and costs, and how much will be invested for me? What are your legal obligations to me when acting as my investment adviser? How else does your firm make money and what conflicts of interest do you have? How might your conflicts of interest affect me, and how will you address them?

What fees will I pay? Our fees vary depending on the services you receive. Our investment advisory fees are based on the market value of assets under management at the end of the prior billing period and are billed at an annual rate of up to 1.50%. Fees may be charged in advance or arrears. The amount of assets in your account affects our advisory fee; the more assets you have in your advisory account, the more you will pay us and thus we have an incentive to increase those assets in order to increase our fee. Financial planning and consulting fees for stand-alone engagements are due upon engagement. Ongoing financial planning and consulting services will be billed quarterly, in advance. Our fixed fee arrangements are based on the amount of work we expect to perform for you, so material changes in that amount of work will affect the advisory fee we quote you. You pay our fees even if you do not have any transactions and the advisory fee paid to us generally does not vary based on the type of investments selected. Please also see Items 4, 5, 6, 7 & 8 of our Brochure.

Third Party Costs: Some investments (e.g., mutual funds, variable annuities, etc.) impose additional fees (e.g., transactional fees and product-level fees) that reduce the value of your investment over time. You will also pay fees to a custodian that will hold your assets. You will pay fees and costs whether you make or lose money on your investments. Fees and costs will reduce any amount of money you make on your investments over time. Please make sure you understand what fees and costs you are paying. Please also see our Brochure for additional details.

Conflicts of Interest: When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours. At the same time, the way we make money creates some conflicts with your interests. You should understand and ask us about these conflicts because they can affect the investment advice we provide you. Here are some examples to help you understand what this means.

Veracity Capital Risk Management, LLC (“VCRM”), is an affiliated insurance agency that acts as a broker for insurance products. Veracity Capital Tax Advisors, LLC (“VCTA”), is also affiliated with us and offers tax preparation and planning services. VCRM and VCTA services are offered to you by our financial professionals in their separate individual capacities. The recommendation that clients purchase an insurance product through VCRM or use the services of VCTA presents a conflict of interest, as the receipt of compensation provides an incentive to make recommendations based on compensation to be received, rather than on your particular needs.

How do your financial professionals make money? Primarily, we and our financial professionals benefit from the advisory services we provide to you because of the advisory fees we receive from you. This compensation may vary based on different factors, such as those listed above. Our financial professionals also have the ability to receive insurance commissions from clients and therefore have an incentive to recommend products that provide them or us additional compensation over those that do not. Please also see Item 10 of our Brochure for additional details.

Item 4: Disciplinary History
Questions to ask us: As a financial professional, do you have any disciplinary history? For what type of conduct?

Do you or your financial professionals have legal or disciplinary history? We do not have legal and disciplinary events. Visit https://www.investor.gov/ for a free, simple search tool to research us and our financial professionals.

Item 5: Additional Information
Questions to ask us: Who is my primary contact person? Is he or she a representative of an investment adviser or a broker-dealer? Who can I talk to if I have concerns about how this person is treating me?

For additional information on our advisory services, see our Brochure available at https://adviserinfo.sec.gov/firm/summary/304272 and any individual brochure supplement your representative provides. If you have any questions, need additional up-to-date, or want another copy of this Client Relationship Summary, then please contact us at 844-508-7884.

Exhibit A – Material Changes to Client Relationship Summary

As part of our standard services, we typically monitor client accounts on a regular and continuous daily basis, with a formal review at least annually.
Our investment advisory fees are based on the market value of assets under management at the end of the prior billing period and are billed at an annual rate of up to 1.50%. Fees may be charged in advance or arrears.
Financial planning and consulting fees for stand-alone engagements are due upon engagement. Ongoing financial planning and consulting services will be billed quarterly, in advance.
Veracity Capital Risk Management, LLC (“VCRM”), is an affiliated insurance agency that acts as a broker for insurance products. Veracity Capital Tax Advisors, LLC (“VCTA”), is also affiliated with us and offers tax preparation and planning services. VCRM and VCTA services are offered to you by our financial professionals in their separate individual capacities. The recommendation that clients purchase an insurance product through VCRM or use the services of VCTA presents a conflict of interest, as the receipt of compensation provides an incentive to make recommendations based on compensation to be received, rather than on your particular needs.
Our financial professionals also have the ability to receive insurance commissions from clients and therefore have an incentive to recommend products that provide them or us additional compensation over those that do not.