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 an SEC-registered limited liability company first registered in 2021. The FINTRX snapshot classifies ownership as a domestic entity and individual, and lists the firm’s regulatory classification as unclassified. Public disclosure about the firm’s business model, fee schedules, client segments, and advisory activities is minimal in the available record. The profile flags a limited investment posture: Vistia Capital is not identified as a capital allocator and is not flagged as an active ESG investor. It is also not listed as a multi-state adviser. Beyond those attributes, the firm has not provided substantive publicly available details about its strategy or service offerings.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Recent M&A activity

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Recent filings

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Awards

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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