Vestor Capital, LLC

RIASEC Registered

Total AUM

$2.3B

Discretionary

$2.3B

100% of AUM

Avg account

$606K

Accounts

3,753

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 165855
Registered since: October 1, 2012
Website: vestorcapital.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI84.56%
Individuals7.11%
Pension & Profit Sharing Plans5.03%
Corporations / Businesses3.04%
Charitable Organizations0.26%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Vestor Capital, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2012. The firm positions itself as a capital allocator serving both individual/family and institutional clients. Its fee arrangements include percentage of AUM, fixed fees and other fee types. Business activities extend beyond investment management to include other financial product sales, and its advisory services cover financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, publication of periodicals/newsletters, and educational seminars/workshops. The firm is not identified as an active ESG investor.