RIA Intel›Advisers›Florida›ACHIEVING VERITAS LLC

ACHIEVING VERITAS LLC

Advisory

ST. AUGUSTINE, FL

Data as of Apr 22, 2026 · Source: SEC Form ADV

Rank in FL

#1,467

of 2,610 advisers by AUM

Average account

$344K

across 204 accounts

AUM per adviser

$18M

4 advisers

Source: SEC Form ADV. Figures as filed Apr 22, 2026.

Total AUM

$70M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$70M

Discretionary AUM$70M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients86

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

86 clients

33 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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ASSET ADVISORY GROUP, INC.

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