VEERY CAPITAL, LLC

RIASEC RegisteredEst. 2018

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 RIA formed as an LLC and SEC-registered in 2018 that serves both individual/family and institutional clients. The firm operates as a hybrid advisory and insurance business — it is a registered representative of a broker-dealer and an insurance broker — and offers a mix of financial planning, portfolio management for individuals and small businesses, pension consulting work and educational seminars. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Investment activity shows a clear tilt toward pooled/public vehicles: the firm’s largest holdings and its most used asset type are public funds and mutual funds. Its 13‑F reporting indicates heavy use of ETFs to obtain broad market and style exposures, with a notable position in the Schwab US Large Cap Growth ETF suggesting a growth-oriented sleeve within public equities. Veery Capital is not positioned as a capital allocator; it uses third‑party managers for alternatives rather than acting as a fund sponsor itself. The firm is not an active ESG investor.