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, SEC-registered advisory firm organized as an LLC and operating since 2012. The firm acts as a capital allocator for both individual/family and institutional clients, combining portfolio management, financial planning and selection of outside managers with educational publishing and seminar activity. Its service mix includes fee-based arrangements (percentage of AUM and fixed fees) and other fee structures, and it also engages in other financial product sales. The firm’s regulatory filings show it does not identify as an active ESG investor and it is not a multi-state adviser. Beyond discretionary portfolio management for individuals, small businesses and institutional entities, Vestor Capital provides periodic publications and workshops, and it lists relationships across the financial ecosystem (broker-dealers, CPO/CTAs, accounting and law firms, insurance companies and real-estate sponsors), indicating a business model that combines in-house management with outsourced or co-sponsored solutions.