Vest Financial LLC
Firm details
- Headquarters
- Mclean, Virginia
- CRD number
- 165976
- Registered since
- January 3, 2013
- Website
- www.vestfin.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies99.13%
- Pooled Investment Vehicles0.87%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Vest Financial LLC is an institutional registered investment adviser that provides portfolio management across individuals, businesses, pooled vehicles and investment companies. The firm is registered with the SEC (registered in 2013) and operates under a percentage-of-AUM fee model. Vest Financial reports CPO/CTA activity and also acts in sponsor/GP roles for pooled investment vehicles; its stated client base is institutional. The firm is organized as a limited liability company with domestic entity and individual ownership and does not position itself primarily as a capital allocator. Vest Financial does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Mclean, VA
Fairfax
Location
Mclean, VA
Headquartered in Mclean, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 8350 Broad St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Cassaday & Company, Inc.
RIAMclean, VA
Andersen
RIAMclean, VA
Gladstone Management Corporation
RIAMclean, VA
Spire Wealth Management, LLC
RIAMclean, VA
Bogart Wealth, LLC
RIAMclean, VA
West Financial Services, Inc.
RIAMclean, VA