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| Veery Capital LLC
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|
|---|---|
| CRD # | 298465 |
| SEC # | 801-114003 |
| CIK # | 0001844375 |
| AUM | $971.4 M (2026-03-13) |
| Employees | 13 (46% Investors, 31% Brokers) |
| Phone | 302-660-3350 |
| Address | 24 W Market Street West Chester, PA 19382 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.7 | ||
| Alphabet Inc | 2.2 | ||
| Microsoft Corp | 1.8 | ||
| Nvidia Corp | 1.7 | ||
| Alphabet Inc | 1.6 | ||
| Advanced Micro Devices Inc | 1.6 | ||
| Amazon Com Inc | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 165 | 47.8 |
| (b) Individuals (high net worth individuals) | 87 | 353.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 61 | 570.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 804 | 971.4 |
| By Discretionary | ||
| Discretionary | 762 | 497.0 |
| Non-Discretionary | 42 | 474.4 |
| Total | 804 | 971.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 971.4 | |
| Total | 804 | 971.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001844375] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Commonwealth Financial Services LLC
✚
|
WV | 1.0 |
|
McLean Asset Management Corporation
✚
|
VA | 1.0 |
|
American Independent Securities Group LLC
✚
|
ID | 1.0 |
|
Fiduciary Experts LLC
✚
|
1.0 | |
|
Astoria Portfolio Advisors LLC
✚
|
NY | 1.0 |
|
Crewcial Partners LLC
✚
|
NY | 1.0 |
|
Garrett Wealth Advisory Group LLC
✚
|
TX | 1.0 |
|
DB Root & Company LLC
✚
|
PA | 1.0 |
|
Martin Javan von
✚
|
1.0 | |
|
CornerStone Planning Group Inc
✚
|
NJ | 1.0 |