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 a privately held investment adviser organized as an LLC and registered with the SEC since 2013. The firm serves primarily institutional clients and charges fees as a percentage of assets under management. Its advisory scope covers portfolio management across a range of client types, including individuals and small businesses, investment companies, pooled investment vehicles, and institutional entities. Vest Financial is also identified as a commodity pool operator/commodity trading advisor (CPO/CTA) and reports affiliations that include broker-dealer activity, sponsoring limited partnerships, and serving as sponsor, general partner, or managing member of pooled investment vehicles. The firm is not identified as an active ESG investor and is not designated as a multistate adviser in the data provided. Vest Financial’s ownership is described as a mix of a domestic entity and individual ownership, and it is not characterized as a capital allocator, pension consultant, or related adviser in the available records.