SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Vestor Capital, LLC
Chicago, IL
CRD 165855
Firm filing updated March 27, 2026 ·
- $2.3BAssets
- 1,288Clients
- 24Advisory staff
- 3,753Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Individuals605
- High net worth individuals592
- Pension and profit sharing plans62
- Corporations or other businesses24
- Charities5
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 605 | $161.9 million |
| High net worth individuals | 592 | $1.9 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 62 | $114.5 million |
| Charitable organizations | 5 | $5.9 million |
| Corporations or other businesses not listed above | 24 | $69.2 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 7 services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other: "CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other: "CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS"
Assets and accounts
- Regulatory assets$2.3 billion
- Accounts3,753
- Discretionary$2.3 billion · 3,752 accounts
- Non-discretionary$1.3 million · 1 accounts
People
- Employees27
- Advisory staff24
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients251 to 500
Advisors
14 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 165855, SEC file 801-77335.
- Registered with the SEC as an investment advisor (status date on record: October 1, 2012).
Is Vestor Capital, LLC a fiduciary?
Short answer: Vestor Capital, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.