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 advisory firm (registered in 2013) that serves an institutional client base while also providing portfolio management for individuals, small businesses, investment companies, pooled vehicles, and other institutions. The firm is organized as a limited liability company and is owned by a domestic entity/individual. Its client fee model is percentage-of-assets-under-management. Firm activities include operating as a commodity pool operator/commodity trading advisor (CPO/CTA) and sponsoring or managing pooled investment vehicles. Regulatory and self-reported characteristics include that the firm does not identify as an active ESG investor and is flagged as not a multi-state adviser even though it maintains a multi-state office footprint. The data also lists Vest Financial as not acting principally as a capital allocator.