Veery Capital, LLC

RIASEC Registered

Total AUM

$971M

Discretionary

$497M

51% of AUM

Avg account

$1.2M

Accounts

804

Employees

Advisory reps

Firm details

Headquarters: West Chester, Pennsylvania
CRD number: 298465
Registered since: September 17, 2018
Website: veerycapital.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO., PRINCIPAL SECURITIES, INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans58.68%
HNWI36.4%
Individuals4.92%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Veery Capital, LLC is an independent, SEC-registered investment adviser (registered in 2018) organized as a limited liability company and owned at the individual level. The firm serves both individual and family clients as well as institutional clients. Its advisory menu centers on financial planning and portfolio management for individuals and small businesses, supplemented by pension consulting services and educational seminars. In addition to advisory work, Veery Capital operates as a registered representative of a broker-dealer and as an insurance broker. The firm charges fees using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. It is not identified as a capital allocator and does not position itself as an active ESG investor.