Veery Capital, LLC
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
FINTRXOverview
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.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities17%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 8Michael MacNeal
ConsultantCRD 7036639

Cortney Milner
PartnerCRD 5420374

Matthew Macneal
PartnerCRD 3069555
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$343M in ETFs
100%
$343M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $50M | 1,390,802 | 14.55% |
Location
West Chester, PA
Chester
Location
West Chester, PA
Headquartered in West Chester, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 24 W Market St
- Time zone
- ET (UTC-5)
- Office locations
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