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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

VEERY CAPITAL, LLC

CRD 298465

WEST CHESTER, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:35a7ed54-0ca8-ffaa-8452-cb155d29c470

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 6
On other graphs: 1
Observed: Aug 17, 2018 to Sep 17, 2026
40 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Veery Capital, LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.41 fund_share=0.0 institutional_share=0.59 related_bd=false related_bank=false bd_reps=5.0
Regulatory AUM: $971MItem 5.F on the latest filing (2026-09-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $497M
Private client RAUM: $401MderivedItem 5.D individuals plus high net worth individuals
Private client share: 41%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $139Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 7
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 804
Individual clients: 165
High net worth clients: 87
Custody, client assets: $357M
SEC number: 801-114003
CRD: 298465
Filings on the tape: 40
First filed: Aug 17, 2018
Latest filed: Sep 17, 2026
Organised: Limited Liability Company, DE
Website: veerycapital.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CORTNEY B MILNER	n/a	WEST CHESTER, PA	7	19	2	no
MATTHEW JAMES MACNEAL	Certified Financial Planner	WEST CHESTER, PA	7	28	2	yes
DAVID CHRISTOPHER BENFER	Certified Financial Planner	WEST CHESTER, PA	7	32	3	yes
Robert Brendan Welch	n/a	WEST CHESTER, PA	6	28	n/a	no
KATHLEEN SIMOLIKE	Certified Financial Planner	WEST CHESTER, PA	5	16	n/a	yes
Sarah Elizabeth Shaw	Certified Financial Planner	WEST CHESTER, PA	3	20	n/a	yes
Michael Newton MacNeal	n/a	WEST CHESTER, PA	0	17	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BENFER, DAVID, CHRISTOPHER	MANAGING MEMBER, PARTNER AND CHIEF COMPLIANCE OFFICER	C	yes	08/2018	Mar 13, 2026	Mar 13, 2026
MILNER, CORTNEY, B	Partner	B	yes	01/2020	Mar 13, 2026	Mar 13, 2026
SIMOLIKE, KATHLEEN	Partner	B	yes	01/2020	Mar 13, 2026	Mar 13, 2026
MACNEAL, MATTHEW, JAMES	MANAGING MEMBER / PARTNER	C	yes	08/2018	Aug 17, 2018	Jul 3, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 13, 2026	$971M	$497M	13	6	1	n/a	n/a
2024	Apr 22, 2025	$802M	$434M	10	5	0	n/a	n/a
2023	Mar 28, 2024	$739M	$334M	12	7	0	n/a	n/a
2022	Mar 6, 2023	$628M	$68.6M	11	7	0	n/a	n/a
2021	Mar 3, 2022	$729M	$81.1M	12	8	0	n/a	n/a
2020	Mar 24, 2021	$643M	$50.5M	9	6	0	n/a	n/a
2019	Mar 23, 2020	$205M	$0	10	7	0	n/a	n/a
2018	Feb 11, 2019	$471M	$471M	10	7	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$971M	$802M	21.1%	$628M	15.6%	14	10	1	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
OAKBOURNE ADVISORS	2	Jul 31, 2020	Jan 31, 2022	WEST CHESTER, PA	Team lift out	Other	28.6%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	6	Oct 10, 2018	Oct 11, 2018	WILMINGTON, DE	Team lift out	Ibd to new firm	0.3%

Relationships

Registered with (10)

← Michael Newton MacNealAdvisorregistration: current employment
Jan 27, 2026 to presentfactForm ADV
← Sarah Elizabeth ShawAdvisorregistration: current employment
Jun 9, 2023 to presentfactForm ADV
← KATHLEEN SIMOLIKEAdvisorregistration: current employment
Jan 29, 2021 to presentfactForm ADV
← Robert Brendan WelchAdvisorregistration: current employment
Mar 17, 2020 to presentfactForm ADV
← DAVID CHRISTOPHER BENFERAdvisorregistration: current employment
Oct 11, 2018 to presentfactForm ADV
← MATTHEW JAMES MACNEALAdvisorregistration: current employment
Oct 9, 2018 to presentfactForm ADV
← CORTNEY B MILNERAdvisorregistration: current employment
Oct 3, 2018 to presentfactForm ADV
← MICHAEL CHARLES TOPLEYAdvisorregistration: previous registration
Oct 5, 2018 to Aug 13, 2020factForm ADV
← CHRISTOPHER TYLER DIEDERICHAdvisorregistration: previous registration
Oct 9, 2018 to Jul 31, 2020factForm ADV
← CHRISTOPHER MATTHEW GRIESTAdvisorregistration: previous registration
Oct 3, 2018 to Jul 31, 2020factForm ADV

Controls (4)

← BENFER, DAVID, CHRISTOPHEROwnerMANAGING MEMBER, PARTNER AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Aug 17, 2018 to Jul 3, 2024factForm ADV
← MACNEAL, MATTHEW, JAMESOwnerMANAGING MEMBER / PARTNER, ownership code C, individual
Aug 17, 2018 to Jul 3, 2024factForm ADV
← MILNER, CORTNEY, BOwnerPARTNER, ownership code B, individual
Feb 12, 2021 to Jul 3, 2024factForm ADV
← SIMOLIKE, KATHLEENOwnerPARTNER, ownership code B, individual
Feb 12, 2021 to Jul 3, 2024factForm ADV

Moved with (2)

→ OAKBOURNE ADVISORSRegistered adviser2 advisors, team lift out, same day
Jul 31, 2020 to Jan 31, 2022factForm ADV
← CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviser6 advisors, team lift out
Oct 10, 2018 to Oct 11, 2018factForm ADV

Dated events

Occurred
Mar 24, 2021
Regulatory AUM changed
Veery Capital, Llc reported RAUM $642.8M, up 29% from $497.1M (2021-02-12 to 2021-03-24)
Form ADVobserved 5 days ago
$146M
Occurred
Feb 12, 2021
Regulatory AUM changed
Veery Capital, Llc reported RAUM $497.1M, up 142% from $205.2M (2020-08-14 to 2021-02-12)
Form ADVobserved 5 days ago
$292M
Occurred
Feb 12, 2021
Control person joined
B Cortney Milner (Partner) appeared on Schedule A of Veery Capital, Llc
Form ADVobserved 5 days ago
Occurred
Feb 12, 2021
Control person joined
Kathleen Townsend (Partner) appeared on Schedule A of Veery Capital, Llc
Form ADVobserved 5 days ago
Occurred
Mar 23, 2020
Regulatory AUM changed
Veery Capital, Llc reported RAUM $205.2M, down 56% from $471.0M (2019-11-20 to 2020-03-23)
Form ADVobserved 5 days ago
$-266M
Occurred
Aug 17, 2018
First Form ADV filing
Avenue 1 Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:35a7ed54-0ca8-ffaa-8452-cb155d29c470
First observed: Aug 17, 2018
Last observed: Sep 17, 2026 3 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

VEERY CAPITAL, LLC

CRD 298465

WEST CHESTER, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:35a7ed54-0ca8-ffaa-8452-cb155d29c470

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:09 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CORTNEY B MILNER

n/a

WEST CHESTER, PA

MATTHEW JAMES MACNEAL

Certified Financial Planner

WEST CHESTER, PA

yes

DAVID CHRISTOPHER BENFER

Certified Financial Planner

WEST CHESTER, PA

yes

Robert Brendan Welch

n/a

WEST CHESTER, PA

n/a

KATHLEEN SIMOLIKE

Certified Financial Planner

WEST CHESTER, PA

n/a

yes

Sarah Elizabeth Shaw

Certified Financial Planner

WEST CHESTER, PA

n/a

yes

Michael Newton MacNeal

n/a

WEST CHESTER, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BENFER, DAVID, CHRISTOPHER

MANAGING MEMBER, PARTNER AND CHIEF COMPLIANCE OFFICER

yes

08/2018

Mar 13, 2026

MILNER, CORTNEY, B

Partner

yes

01/2020

Mar 13, 2026

SIMOLIKE, KATHLEEN

Partner

yes

01/2020

Mar 13, 2026

MACNEAL, MATTHEW, JAMES

MANAGING MEMBER / PARTNER

yes

08/2018

Aug 17, 2018

Jul 3, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 13, 2026

$971M

$497M

n/a

2024

Apr 22, 2025

$802M

$434M

n/a

2023

Mar 28, 2024

$739M

$334M

n/a

2022

Mar 6, 2023

$628M

$68.6M

n/a

2021

Mar 3, 2022

$729M

$81.1M

n/a

2020

Mar 24, 2021

$643M

$50.5M

n/a

2019

Mar 23, 2020

$205M

n/a

2018

Feb 11, 2019

$471M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$971M

$802M

21.1%

$628M

15.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

OAKBOURNE ADVISORS

Jul 31, 2020

Jan 31, 2022

WEST CHESTER, PA

Team lift out

Other

28.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Oct 10, 2018

Oct 11, 2018

WILMINGTON, DE

Team lift out

Ibd to new firm

0.3%