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 investment adviser (registered in 2013) that operates as a limited liability company and serves primarily institutional clients while also offering portfolio management services for individuals, small businesses, investment companies, pooled vehicles, and other institutions. The firm functions in multiple roles across the asset-management ecosystem: it operates as a CPO/CTA, sponsors and acts as GP or managing member of pooled vehicles, and holds industry affiliations that include broker-dealer activity and additional adviser relationships. Vest Financial charges fees as a percentage of assets under management and does not identify as an active ESG investor.