VF Advisors, LLC

RIASEC RegisteredEst. 2025
Total AUM
$150M
Discretionary
$150M
100% of AUM
Avg account
$150M
Accounts
1
Employees
10
Advisory reps
3

Firm details

Headquarters
Louisville, Kentucky
CRD number
334305
Registered since
July 7, 2025
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

VF Advisors, LLC is a limited liability company operating as an institutional registered investment adviser that serves institutional clients. The firm is registered with the SEC (registration year listed as 2025) and is structured with domestic entity and individual ownership. Its advisory focus is portfolio management for pooled investment vehicles, and it also acts in sponsor and general-partner capacities or as a managing member of pooled vehicles. VF Advisors charges fees based on a percentage of assets under management and may assess performance-based fees as well as other fee arrangements. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Jared Calvert

    Chief Compliance OfficerCRD 7174674

Contacts

2 of 2
  • Robert Penta

    Vice Chairman and General CounselCRD 7486318

  • John Hellige

    CRD 6795846

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Louisville, KY

Jefferson

Location

Louisville, KY

Headquartered in Louisville, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.

Metro area
Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
Region
South
County
Jefferson
Address
333 E Main St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth