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 registered investment adviser formed as an LLC and operating since 2018. The firm is owner-operated and serves both individual/family clients and institutional accounts. Its advisory services span financial planning, portfolio management for individuals and small businesses, pension consulting and educational seminars. Compensation is delivered through a mix of percentage-of-AUM fees plus hourly and fixed-fee engagements. Beyond investment advice, Veery Capital operates in the broker-dealer/insurance space: the firm’s activities include acting as a registered representative of a broker-dealer and functioning as an insurance broker. The adviser is not positioned as an ESG specialist, does not present itself as a multi-state adviser, and does not operate as a capital allocator running proprietary pooled funds.