Veery Capital, LLC
● SEC registered since 2018CRD 298465SEC# 801-114003West Chester, PA
Reg. AUM
$971.4M
Employees
14
Accounts
804
Location
West Chester, PA
About Veery Capital
Veery Capital provides retirement-plan services and individual wealth guidance. It emphasizes personalized solutions, clear education, and ongoing support for organizations and households.
Summary based on the firm’s website.
Veery Capital, LLC assets under management
Veery Capital, LLC is an investment advisory firm registered with the SEC based in West Chester, PA. The firm has been registered since 2018. It reports $971.4 million in regulatory assets under management and employs 14 people.
Veery Capital, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cortney B Milner Control | Partner | 10-25% | 2020 |
| David Christopher Benfer Control | Managing Member, Partner And Chief Compliance Officer | 25-50% | 2018 |
| Kathleen Simolike Control | Partner | 10-25% | 2020 |
| Matthew James MacNeal Control | Managing Member / Partner | 25-50% | 2018 |
Frequently asked questions
How much does Veery Capital, LLC manage?
Veery Capital, LLC reports $971.4 million in regulatory assets under management on its Form ADV.
How many employees does Veery Capital, LLC have?
Veery Capital, LLC reports 14 employees.
Where is Veery Capital, LLC located?
Veery Capital, LLC is based in West Chester, PA and has been SEC-registered since 2018.
Does Veery Capital, LLC disclose fund performance?
Veery Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 24 W Market Street, West Chester, PA 19382 |
| Phone | (302) 660-3350 |
| Fax | (302) 261-7345 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$971.4M▲ 21%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,389 advisers
EmployeesTop 32%
More than 68% of 16,799 advisers
Assets under management
$971.4Mregulatory AUM
Discretionary $497MNon-discretionary $474.4M