Veery Capital, LLC

Overview

Veery Capital, LLC is an SEC registered investment adviser based in West Chester, PA, registered since 2018. It reports $971M in assets under management across 804 accounts, with 14 employees. It has 7 investment adviser representatives.

Reported AUM

$971M

Discretionary

51%

Accounts

804

Average account

$1.2M

Employees

14

Advisory reps

7

Registered since

2018

Jurisdictions

7

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 4

• David Christopher Benfer Managing Member, Partner, Chief Compliance Officer CRD 2449219
• Matthew James Macneal Managing Member, Partner CRD 3069555
• Cortney B Milner Partner CRD 5420374

1 more executive officer, with direct contact details

Advisory reps 3 of 7

• David C Benfer Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2449219
• Matthew J Macneal Insurance Agent · Registered Rep · Investment Adviser Rep CRD 3069555
• Michael N Macneal Insurance Agent · Investment Adviser Rep CRD 7036639

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

24 W Market St
West Chester, PA 19382

County

Chester

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: veerycapital.com

Every state, with registration dates

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