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VEERY CAPITAL, LLC

WEST CHESTER, PA · CRD 298465 · IAPD ↗ · veerycapital.com · (302) 660-3350

$971.4MRegulatory AUM
7Advisory reps
14Employees
14Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — VEERY CAPITAL, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
June 2025 — VEERY CAPITAL, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
June 2025 — VEERY CAPITAL, LLC now reports custody of client assets ($305.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
48
May 2025 — VEERY CAPITAL, LLC moved its main office from WILMINGTON, DE to WEST CHESTER, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.