RIA Intel›Advisers›Pennsylvania›VEERY CAPITAL, LLC

VEERY CAPITAL, LLC

Advisory

N·WEST CHESTER, PA

Data as of Mar 13, 2026 · Source: SEC Form ADV

Total AUM

$971M

1-Year AUM Growth

+17.7%

3-Year CAGR

+4.6%

Employees

6

Assets Under Management

Total AUM$971M

Discretionary AUM$497M

Non-Discretionary AUM$474M

Discretionary %51.2%

Total Clients289

Team

Total Employees6

Investment Advisers13

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record35

First FilingAug 17, 2018

Latest FilingMar 13, 2026

🔒 Full AUM trend chart and 35 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on VEERY CAPITAL, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.