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- Custodian
- Charles Schwab & Company · Principal · SEI · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-17-2018
- Office Locations
- 1
Office Locations
About Veery Capital, LLC
Veery Capital is a West Chester, PA advisory firm serving both retirement plan sponsors and individual investors with personalized financial planning and ongoing, responsive guidance beyond the annual review. The team builds data- and experience-driven strategies using diversified portfolios that commonly include mutual funds and ETFs, and implements across platforms including Schwab and SEI.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
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Services
Technology
Owner & Executives
DAVID CHRISTOPHER BENFER
Advisor, Chief Compliance Officer, Managing Member, PARTNER
- CRD
- #2449219
- Ownership
- 25% but less than 50%
MATTHEW JAMES MACNEAL
Managing Member, Partner
- CRD
- #3069555
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Michael Newton MacNeal
Partner
- CRD
- #7036639
Sarah Elizabeth Shaw
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- CRD
- #7597315
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $496,965,547 | $652,186 |
| Non-Discretionary | $474,417,456 | $11,295,654 |
| Total | $971,383,003 | $1,208,188 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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