Five Star award winner Kevin S. Gray

PROFESSIONAL PROFILE

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Kevin S. Gray

CEO

Veracity Capital

5001 Spring Valley Road, Suite 1130E

Dallas, Texas 75244

Office: 972-695-3820

Cell: 214-663-6329

kevin.gray@veracitycapital.com
www.veracitycapital.com

Professional Approach

As Chief Executive Officer of Veracity Capital, Kevin is responsible for the execution of the company’s mission, vision, and financial success. He is also charged with attaining the company goals while managing the right balance of resources and capital for employees, related groups, and initiatives.

Business owners seek out Kevin for his guidance on maximizing the value of their companies and the management of household wealth. These clients benefit from a C-level peer who understands the importance of having confidence in supporting a stable lifestyle during the demanding growth periods in business, transition to successors, and ultimately the legacy of their work and family.

Some highlights of Kevin’s career include, building teams focused on providing multi-faceted solutions and services for clients at AYCO, a Goldman Sachs Company, and RBC Wealth Management. Kevin created Gray Financial Services, a futures and commodity technical trading service company; and he provided financial planning focus at Ameriprise (formerly American Express Financial Advisors).

Kevin’s broad investment experience also provides his company and colleagues with an array of perspectives needed for the ever-changing investment market. Through decades of building multiple successful books of business, Kevin has identified the proper network of services to package for recruiting and helping advisor teams grow.

After earning a Bachelor of Science in Agricultural Economics from Texas A&M University, Kevin went on to graduate from Southern Methodist University with an MBA focused in Finance. He is Committee Chair for Scout Troop 380, SMU Cox Business club member, and member of the Dallas and Collin County Texas A&M Clubs. Kevin is also a member of the high-level mastermind group GoBundance for successful entrepreneurs.

See Accomplishments

This award was issued on 7/1/24 by Five Star Professional (FSP) for the time period 10/10/23 through 4/30/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4255 Dallas/Fort Worth-area wealth managers were considered for the award; 342 (8 % of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 4,274, 336, 7.9%, 7/1/23, 10/10/22 - 5/5/23; 2022: 4039, 330, 8%, 7/1/22, 9/20/21 - 4/8/22; 2021: 4007, 323, 8%, 7/1/21, 9/21/20 - 4/30/21; 2020: 4374, 335, 8%, 7/1/20, 10/7/19 - 4/24/20; 2019: 3899, 393, 10%, 7/1/19, 10/22/18 - 5/3/19; 2018: 3851, 338, 9%, 7/1/18, 10/24/17 - 5/21/18; 2017: 2730, 382, 14%, 7/1/17, 9/26/16 - 4/28/17; 2016: 2471, 678, 27%, 6/1/16, 11/30/15 - 5/18/16; 2015: 2862, 684, 24%, 7/1/15, 11/30/14 - 5/18/15; 2014: 5080, 621, 12%, 7/1/14, 11/30/13 - 5/18/14; 2013: 3834, 698, 18%, 7/1/13, 11/30/12 - 5/18/13; 2012: 2688, 654, 24%, 7/1/12, 11/30/11 - 5/18/12.

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Advisory services offered through Veracity Capital, LLC, a Registered Investment Advisor

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.