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 registered investment adviser organized as an LLC and SEC-registered since 2018. The firm serves both individual/family and institutional clients and is owner-operated. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Beyond advisory services, Veery operates as a registered representative of a broker-dealer and as an insurance broker. Advisory offerings center on financial planning, portfolio management for individuals and small businesses, pension consulting and client education through seminars and workshops. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds77%
- Exchange Traded Equities17%
- Cash & Cash Equivalents4%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 7
Cortney Milner
PartnerCRD 5420374
Sarah Shaw
Financial AdvisorCRD 7597315
Robert Welch
Senior Financial AdvisorCRD 3070192
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$341M in ETFs
100%
$341M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $46.8M | 1,382,183 | 13.71% |
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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