Vestor Capital, LLC

RIASEC RegisteredEst. 2012

Total AUM

$2.3B

Discretionary

$2.3B

100% of AUM

Avg account

$606K

Accounts

3,753

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 165855
Registered since: October 1, 2012
Website: vestorcapital.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI84.56%
Individuals7.11%
Pension & Profit Sharing Plans5.03%
Corporations / Businesses3.04%
Charitable Organizations0.26%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Vestor Capital, LLC is an independent registered investment adviser formed in 2012 that combines discretionary portfolio management with financial planning and educational services. The firm identifies as a capital allocator and serves both individual/family and institutional clients. Its advisory mix includes direct portfolio management for individuals, small businesses and institutions, selection of outside managers, publication of periodicals or newsletters, and delivery of seminars or workshops. Vestor operates with a fee structure that includes percentage-of-AUM fees and fixed fees, and it also conducts other financial product sales. The firm is not an active ESG investor and is not a multi-state adviser. In addition to advisory duties, the firm maintains a variety of industry affiliations and roles—ranging from broker-dealer and CPO/CTA relationships to sponsorship or general partner roles for pooled investment vehicles—indicating they both allocate to and originate third-party investment opportunities.