Veritrust Financial, LLC (Austin)

Name: Veritrust Financial, LLC
Address: 3755 Capital Highway South, Austin, TX, 78704 6623
Telephone: 512-448-0647

Veritrust Financial, LLC is a multi-state adviser based in Austin. It manages $70.51 million of regulatory assets for 570 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, California, and 16 other states.

Veritrust Financial provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Veritrust Financial: assets under management

The assets under management (AUM) of Veritrust Financial, LLC is $70.51 million. The firm's AUM has grown by 70409% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $27.37 million in discretionary accounts and $43.14 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $140.36 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $115.03 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Veritrust Financial, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Veritrust Financial, LLC

Edgar Allen Jr Brown has been acting as President since 1 Oct 2000. Wade Thomas Uloth joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Nap Group	Member	1 Oct 2000	Other	74-2476554
Lp Myer Properties	Member	1 Oct 2000	75% - 100%	74-2953184
Edgar Allen Jr Brown	President/manager	1 Oct 2000	Other	1463057
Robert Lane Myer	Manager	1 Oct 2000	Other	344027
Joel Robert Cote	Principal	1 Oct 2000	Other	2734533
David Elijah Mckee	Principal	1 Oct 2000	Other	4138230
John Joseph Dimeglio	Cfo	1 Nov 2000	Other	2908029
Limited Hudpac Holdings	Member	1 May 2002	Other	74-2637122
Julian George Jr Rasbury	President/manager/cfo	1 Feb 2003	Other	1986503
Edgar Allen Jr Brown	President/ceo	1 Aug 2005	Other	1463057
Jodie Alaine Tedrow	Cfo/finop/corporate secretary/manager	1 Aug 2008	Other	4662503
Mary Ellen Storey	Chief compliance officer	1 Aug 2008	Other	4808171
Inc Vfs Financial Services	Member	1 Sep 2009	75% - 100%	41-2184441
Jodie Alaine Tedrow	Finop	1 Jun 2011	Other	4662503
Renata Stanislawa Markiewicz	Financial operations principal	1 Aug 2011	Other	5926469
Renata Stanislawa Zawaideh	Financial operations principal	1 Aug 2011	Other	5926469
Wade Thomas Uloth	Chief compliance officer	1 Nov 2011	Other	4354946
Edgar Allen Jr Brown	Cco	1 Sep 2013	Other	xxx-xx-xxxx

Indirect Owners

The SEC currently registers 8 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Robert Lane Myer	Owner	1 Jul 1987	75% - 100%	344027
Robert Lane Myer	Trustee	1 Dec 1991	Other	344027
Sharon Kay Myer	Trustee	1 May 1992	Other	4310650
Lindsey A. Myer 1991 Trust	Limited partner	1 Sep 2000	25% - 50%	74-6393848
Scott L. Myer 1991 Trust	Limited partner	1 Sep 2000	25% - 50%	74-6393849
Sharon K. Myer Trust	Limited partner	1 Sep 2000	25% - 50%	74-6398150
Lane Properties	General partner	1 Sep 2000	Other	74-2638609
Edgar Allen Jr Brown	Owner	1 Sep 2009	75% - 100%	xxx-xx-xxxx

Based in Austin

The principal office where Veritrust Financial, LLC performs its advisory services is located at 3755 Capital Highway South, Austin, TX 78704 6623, which is also the mailing address of the firm. An additional office of the firm is in Jacksonville, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 512-448-0647 or by fax 512-462-0344. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.mytsa.com.