Veery Capital LLC

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Assets, Funds, Holdings

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Veery Capital LLC
CRD #298465
SEC #801-114003
CIK #0001844375
AUM $802.0 M (2025-05-15)
Employees 11 (55% Investors, 36% Brokers)
Phone302-660-3350
Address24 W Market Street
West Chester, PA 19382
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
90072054036018002011201620212026
Sector Form 13F Holdings Value ($M)
Apple Inc 2.6
Microsoft Corp 2.5
DraftKings Inc 1.9
Amazon Com Inc 1.4
Nvidia Corp 1.3
Alphabet Inc 1.1
 
 
 
 
 
Holdings by Sector ($M)
3002401801206002019202120232026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 160 46.2
(b) Individuals (high net worth individuals) 76 284.9
(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 51 470.2
(h) Charitable organizations 1 0.8
(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 1 0.0
(n) Other 0 0.0
Total 742 802.0
By Discretionary
Discretionary 713 434.2
Non-Discretionary 29 367.7
Total 742 802.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 802.0
Total 742 802.0
EDGAR Form CIK 2011 - 2025
13F-HR [0001844375]
Comparable Firms State AUM ($B)
McRae Capital Management Inc
NJ 0.8
Prevail Innovative Wealth Advisors LLC
KS 0.8
Clayton Financial Services Inc
KS 0.8
Tufton Capital Management LLC
MD 0.8
Flaharty Asset Management LLC
FL 0.8
Garrett Wealth Advisory Group LLC
TX 0.8
The O'Dell Group LLC
OH 0.8
Shorepoint Capital Partners LLC
MA 0.8
Gill Capital Partners LLC
CO 0.8
Peak Wealth Solutions Inc
OH 0.8
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