Vestly Capital

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
338920
Registered since
July 22, 2026

Firm profile

FINTRX

Overview

Vestly Capital is organized as a limited liability company and appears on public records as an SEC-registered investment adviser as of 2026. Ownership is identified as a combination of a domestic entity and an individual. Available disclosures classify the firm as "unclassified" and indicate it is not a capital allocator, does not position itself as an active ESG investor, and is not a multistate adviser. The firm is also not listed as a pension consultant or a related adviser. Public reporting on Vestly Capital's business model, client types, fee schedules, and specific advisory activities is sparse. Where documentation exists it limits descriptive detail about investment approach, product usage, or target client segments.

Assets & Accounts

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
  • Noemi Schaefer

    Noemi Schaefer

    Chief Executive OfficerCRD 2241064

Contacts

2 of 2
  • Rajiv Shah

    Rajiv Shah

    Managing DirectorCRD 3162156

  • Robert Gilman

    FinOpCRD 1738412

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
1111 Brickell Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth