Veery Capital, Llc
- Regulatory AUM
- $971M
- Discretionary
- $497M
- Clients
- 314
- Avg AUM / client
- $3.1M
- Accounts
- 804
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Mar 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 165 | $47.8M | 4.92% |
| High net worth individuals | 87 | $354M | 36.4% |
| Pension and profit sharing plans | 61 | $570M | 58.7% |
| Charitable organizations | 1 | $6.9K | 0.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Easterseals Of Southeastern Pennsylvania Defined Contribution & 401(k) Plan Easterseals Of Southeastern Pennsylvania | 2024 | |
| Boys & Girls Clubs Of Delaware Inc. Retirement Plan Boys And Girls Club Of Delaware, Inc. | 2024 | |
| The Winner Auto Group 401(k) Profit Sharing Plan Hynansky Investments, Llc | 2024 | |
| Wilmington University 403(b) Dc Plan Wilmington University, Inc. | 2024 | |
| The Price Organization 401(k) Retirement Plan The Price Organization | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Christopher Benfer | Managing Member, Partner And Chief Compliance Officer | CFP | Aug 2018 (8y) | 25% – 50% |
| Matthew James Macneal | Managing Member / Partner | CFP | Aug 2018 (8y) | 25% – 50% |
| Cortney B Milner | Partner | Oct 2018 (8y) | 10% – 25% | |
| Kathleen Simolike | Partner | CFP | Jan 2020 (7y) | 10% – 25% |
| Robert Brendan Welch | Registered representative | Mar 2020 (6y) | ||
| Sarah Elizabeth Shaw | Registered representative | CFP | Jun 2023 (3y) | |
| Michael Newton Mac Neal | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Easterseals Of Southeastern Pennsylvania Defined Contribution & 401(k) Plan | Easterseals Of Southeastern Pennsylvania | 226 | $15.7M | 07/01/2024 |
| Boys & Girls Clubs Of Delaware Inc. Retirement Plan | Boys And Girls Club Of Delaware, Inc. | 352 | $9.5M | 01/01/2024 |
| The Winner Auto Group 401(k) Profit Sharing Plan | Hynansky Investments, Llc | 220 | $10.8M | 01/01/2024 |
| Wilmington University 403(b) Dc Plan | Wilmington University, Inc. | 2,063 | $118M | 01/01/2024 |
| The Price Organization 401(k) Retirement Plan | The Price Organization | 344 | $11.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 960 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- SEI Private Trust $328M (34% of AUM) Mar 2026
- Principal Bank $315M (32% of AUM) Mar 2026
- Tiaa $132M (14% of AUM) Mar 2026
- Empower Retirement $43.6M (6% of AUM) Jul 2024
- TD Ameritrade $43.5M (7% of AUM) Oct 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 13, 2026.
View current Form ADV (SEC/IAPD) ↗