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 that is SEC-registered as of 2025 and targets institutional clients. The firm’s advisory mandate centers on portfolio management for pooled investment vehicles; it also appears to serve in sponsor and governance roles (manager/GP) for those vehicles. Fee arrangements include a percentage-of-AUM component plus performance-based fees and other fee types. VF Advisors is not identified as an active ESG investor and is not described as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

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
  • John Hellige

    CRD 6795846

  • ROBERT PENTA

    Vice Chairman and General CounselCRD 7486318

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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