Veery Capital provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars. Financial planning was provided to 251–500 clients last fiscal year.
Veery Capital reports 314 clients. They include 165 individual clients, 87 high-net-worth individuals, and 61 pension and profit-sharing plans. Of its assets, 51.2% ($497M across 762 accounts) are managed with discretion; $474M across 42 accounts are not. It advised 14 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 53% | 5% |
| High-net-worth individuals | 28% | 36% |
| Pension and profit-sharing plans | 19% | 59% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 165 | $47.8M | 4.9% | $290K |
| High-net-worth individuals | 87 | $354M | 36.4% | $4.06M |
| Pension and profit-sharing plans | 61 | $570M | 58.7% | $9.34M |
| Charitable organizations | Fewer than 5 | $6.88K | 0.0% | $6.88K |
| Total | 314 | $971M | 100% | — |
- Clients
- 165
- Regulatory AUM
- $47.8M
- AUM share
- 4.9%
- Avg. per client
- $290K
- Clients
- 87
- Regulatory AUM
- $354M
- AUM share
- 36.4%
- Avg. per client
- $4.06M
- Clients
- 61
- Regulatory AUM
- $570M
- AUM share
- 58.7%
- Avg. per client
- $9.34M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.88K
- AUM share
- 0.0%
- Avg. per client
- $6.88K
Total
- Clients
- 314
- Regulatory AUM
- $971M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 14
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Veery Capital is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
David Benfer owns 25% to 50% of Veery Capital. The leadership team of Veery Capital includes Chief Compliance Officer David Benfer. It has 14 employees, 7 of them in advisory roles.
Staff
- 14 employees
- 7 in advisory functions
- 7 state-registered reps
- 5 broker-dealer reps
- 4 insurance agents
- 4 soliciting firms
- Owns 25% to 50% of Veery Capital, LLC
David Benfer
Control person · since August 2018
- Owns 25% to 50% of Veery Capital, LLC
Matthew Macneal
Control person · since August 2018
- Owns 10% to 25% of Veery Capital, LLC
Cortney Milner
Control person · since January 2020
- Owns 10% to 25% of Veery Capital, LLC
Kathleen Simolike
Control person · since January 2020
Veery Capital’s regulatory assets grew 1.5× from $643M (May 2021) to $971M (September 2026); clients rose from 236 to 314 and employees from 9 to 14.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $971M | 314 | 14 | 2 |
| May 2025May 2025 | $802M | 289 | 11 | 2 |
| Jul 2024July 2024 | $739M | 299 | 12 | 1 |
| Jun 2023June 2023 | $628M | 269 | 13 | 1 |
| Jun 2022June 2022 | $729M | 276 | 11 | 1 |
| May 2021May 2021 | $643M | 236 | 9 | 1 |
Besides its headquarters, Veery Capital has 1 office, with 2 listed addresses across 2 states.
Delaware · 1 listed address
- 112 W French Street, Wilmington
Pennsylvania · 1 listed address
- 24 W Market Street, West ChesterHQ
Contact and registration details
- Legal name
- Veery Capital, LLC
- Headquarters
- 24 W Market Street, West Chester, PA 19382
- Website
- veerycapital.com
- Phone
- 302-660-3350
- SEC file
- 801-114003
- Structure
- Delaware LLC
- Fiscal year end
- December
Veery Capital’s named custodians for separately managed accounts are SEI Private Trust / SEI Investments Distribution ($328M, 42%), Principal ($315M, 41%) and Tiaa ($132M, 17%). Veery Capital has custody of $357M for 240 clients.
- SEI Private Trust / SEI Investments DistributionSEI Private Trust / SEI Investments Distribution Co. · Oaks, PA · $328M42%
- TiaaTiaa · New York, NY · $132M17%
- PrincipalPrincipal · Des Moines, IA · $315M41%
At year end, Veery Capital’s separately managed accounts were mostly in funds (78%) and stocks (17%). Its reported 13F holdings for the quarter ended 30 June 2026 total $372M across 100 positions; the largest are Schwab Strategic TR (12.6%), Schwab Strategic TR (11.2%) and iShares TR (10.4%).
What the accounts hold
- Stocks17%
- Funds78%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash3%
How many clients does Veery Capital have?
Veery Capital has 314 clients and manages $971 million for them, as of September 2026. They include 165 individual clients, 87 high-net-worth individuals, and 61 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 September 2026
What services does Veery Capital offer?
Veery Capital provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Veery Capital use?
Veery Capital’s separately managed account assets are held at SEI Private Trust / SEI Investments Distribution Co. (Oaks, PA), with $328M, Principal (Des Moines, IA), with $315M and Tiaa (New York, NY), with $132M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 September 2026
How many financial advisors does Veery Capital have?
Veery Capital has 7 investment adviser representatives registered with state securities authorities, out of 14 employees, and 7 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Veery Capital invest in?
At the end of its last fiscal year, Veery Capital’s separately managed accounts held 78% registered funds (mutual funds, ETFs, BDCs), 17% exchange-traded equities, 3% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Veery Capital?
Veery Capital’s direct owners are David Benfer, Matthew Macneal, Cortney Milner and Kathleen Simolike, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 17 September 2026
How does Veery Capital get paid?
Veery Capital is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Veery Capital?
Veery Capital’s main office is at 24 W Market Street, West Chester, PA 19382. Its phone number is 302-660-3350. Its website is veerycapital.com.