Vestis Advisors, LLC

Overview

Vestis Advisors, LLC is a Texas-based independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee arrangement combines an asset-based percentage of AUM with hourly billing. The firm reports that it does not position itself as an active ESG investor and is not structured as a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices