Vest Financial LLC

RIASEC RegisteredEst. 2013

Total AUM

$51.8B

Discretionary

$51.8B

100% of AUM

Avg account

$336M

Accounts

154

Employees

Advisory reps

Firm details

Headquarters: Mclean, Virginia
CRD number: 165976
Registered since: January 3, 2013
Website: www.vestfin.com
Fee structure: Percentage of AUM
Client types: Investment Companies99.13%
Pooled Investment Vehicles0.87%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Vest Financial LLC is an SEC-registered limited liability company that operates as an institutional registered investment adviser and also conducts CPO/CTA activities. The firm manages portfolios for institutions, pooled vehicles, investment companies and for individuals or small businesses, charging fees based on a percentage of assets under management. Its corporate structure is a mix of a domestic entity and individual ownership, and its industry affiliations extend to broker-dealer activity, serving as an adviser and acting as sponsor or managing member of pooled investment vehicles. The adviser was registered with the SEC in 2013 and is not identified as an active ESG investor. The combination of CPO/CTA status and sponsorship roles suggests Vest Financial runs both advisory mandates and pooled or commodity-pooled strategies in-house while also working with third-party managers.