WEST CHESTER, PACRD 298465Latest ADV March 13, 2026
Veery Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Chester, PA. Its latest Form ADV filing, dated March 13, 2026, reports $971M in regulatory assets under management, 13 employees, 1 office, and 804 accounts.
Assets Under Management
$971M
Employees
13
Offices
1 office
Total Clients
314
Primary office
WEST CHESTER, PA
24 W MARKET STREET, WEST CHESTER, PA, United States
Top client segmentIndividuals represent 52.5% of total clients.
Top client categories% of clientsClients
1
Individuals
52.5%
165
2
HNWI
27.7%
87
3
Pension Plans
19.4%
61
4
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$971Mas of March 13, 2026
Discretionary51.2%
$497M
51% of total RAUM51.2%
Non-discretionary48.8%
$474M
49% of total RAUM48.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$971M
Total Accounts804
10Y AUM Change+$971M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee24:1
10Y Employee Change+4 (+44.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.