Vistia Capital, LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
Lone Tree, Colorado
CRD number
311342
Registered since
June 15, 2021
Website
vistia.com

Firm profile

FINTRX

Overview

Vistia Capital, LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered investment adviser (registered in 2021). The firm's snapshot classifies it as "Unclassified" and indicates ownership by both a domestic entity and an individual. The record flags the adviser as not a capital allocator and not an active ESG investor. It is also marked as not a multi-state adviser and not a pension consultant. The public record contains very little detail about the firm's advisory activities, client focus, or product lineup; FINTRX does not list business activities, advisory specialties, or fee structure for Vistia Capital.

Assets & Accounts

Location & Offices

Investment profile

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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
  • Daniel Roberts

    Daniel Roberts

    Chief Compliance OfficerCRD 2208120

Contacts

3 of 13
  • John Goodman

    CRD 2238409

  • Brandon Short

    Registered RepresentativeCRD 5708737

  • Jake Moses

    Jake Moses

    Associate Vice PresidentCRD 7776291

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Lone Tree, CO

Douglas

Location

Lone Tree, CO

Headquartered in Lone Tree, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Douglas
Address
9380 Station St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth