# Veery Capital, LLC

> Veery Capital, LLC is an SEC-registered investment advisory firm in West Chester, PA, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 17, 2026.

- CRD: 298465
- Filed as: VEERY CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Chester, PA
- Filing period: October 2026
- Form ADV filing dated: September 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298465
- AdvisorCensus page: https://advisorcensus.com/firm/veery-capital-llc-west-chester-pa-298465

## Quick answers

**How is Veery Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Veery Capital, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Veery Capital, LLC charge?**
Its Form ADV Part 2A brochure dated March 13, 2026 states: Hourly rate: $150 to $500 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Veery Capital, LLC located?**
Veery Capital, LLC's principal office is in West Chester, PA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Veery Capital, LLC registered with the SEC or a state?**
Veery Capital, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 298465.

**How much does Veery Capital, LLC manage?**
Veery Capital, LLC reports $971,383,003 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (51% discretionary).

**How have Veery Capital, LLC's assets and staff changed since 2021?**
In the Form ADV data for Veery Capital, LLC: Regulatory assets under management: $642,758,519 in the October 2021 data and $971,383,003 in the October 2026 data, up 51%. Total employees: 9 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Veery Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (165); high net worth individuals (87); pension and profit sharing plans (but not the plan participants or government pension plans) (61).

**Which custodians does Veery Capital, LLC use?**
Veery Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Principal, SEI Private Trust / SEI Investments Distribution Co. and TIAA as custodians holding 10% or more of its separately managed account assets.

**Does Veery Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/298465

**What changed in Veery Capital, LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 6 to 7.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Hourly rate: $150 to $500 an hour (financial planning services)

> Hourly engagements are billed at a rate ranging from $150 to $500 per hour, based on the complexity of the services to be provided and the experience level of the Advisory Person.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Principal
- SEI Private Trust / SEI Investments Distribution Co.
- TIAA

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $971,383,003
- Discretionary: $496,965,547
- Non-discretionary: $474,417,456

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 165 | $47,823,251 |
| High net worth individuals | 87 | $353,571,599 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 61 | $569,981,273 |
| Charitable organizations | 1 | $6,880 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 14 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, FL, LA, MD, NJ, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Wilmington, DE

### Websites listed on Form ADV (Item 1.I)
- veerycapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $642,758,519 | 9 | May 20, 2021 |
| October 2022 | $729,411,406 | 11 | June 23, 2022 |
| October 2023 | $628,139,399 | 12 | August 31, 2023 |
| October 2024 | $739,064,765 | 12 | July 3, 2024 |
| October 2025 | $801,987,186 | 11 | May 15, 2025 |
| October 2026 | $971,383,003 | 14 | September 17, 2026 |

Regulatory assets under management: $642,758,519 in the October 2021 data and $971,383,003 in the October 2026 data, up 51%.
Total employees: 9 in October 2021 and 14 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 6 to 7.

### April 2026
- Regulatory assets under management went from $801,987,186 to $971,383,003 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Veery Capital, LLC (CRD 298465): Form ADV filing data as of October 2026.