Vestor Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,086,339,398
Clients
1,197
Advisors
24
of 27 employees
About
Vestor Capital provides investment and wealth management, portfolio management, and financial planning to individuals, not‑for‑profit organizations, foundations and qualified retirement plans. The firm reports roughly $2.28 billion in advisory assets (as of Dec. 31, 2025), typically requires a $500,000 minimum, and implements advice both at primary custodians and in held‑away accounts such as 401(k)s and 529 plans.
Investment decisions are centralized through an Investment Committee that relies on internal fundamental research and implements diversified strategies across U.S. large‑cap (including a concentrated 35–50 security core equity approach), dividend, mid‑cap, small‑cap, international, taxable and tax‑exempt fixed income, alternatives and private placement investments; turnover is generally low. Vestor also operates co‑advisory programs with third‑party firms (for example, Cambridge Investment Research Advisors and Ausdal), offers sub‑advised fixed‑income strategies for larger accounts, and provides standalone financial planning and consulting services.
The firm’s affiliation with Focus Financial Partners gives Vestor access to a broader set of affiliated offerings that are uncommon among peers: it refers clients to Focus Risk Solutions for insurance placements (FRS may receive commissions and platform fees), and it facilitates credit and cash‑management solutions through intermediary platforms UPTIQ and Flourish that involve revenue‑sharing arrangements. Vestor further recommends and places private placements held with Inspira Financial, participates in co‑investment and fund‑sponsor arrangements where partners and select employees may invest alongside clients, and issues regular quarterly portfolio commentary and market updates; the brochure notes these relationships create conflicts of interest that the firm seeks to manage through disclosure and by offering certain solutions on a nondiscretionary and fully disclosed basis.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.35% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.20% $5,000,001 - $6,000,000: 1.10% $6,000,001+: 1.00%
Account minimum: $500,000 Minimum fee: Fixed income only relationships: minimum fee of $2,500 annually Fee-only: Financial planning and consulting service fees vary: may be ongoing fixed fees, hourly basis, percentage of assets under consultation, or one-time flat fee
Main office
10 S. Riverside Plaza, Suite 1400
Chicago IL 60606-3840
Advisors at this office
24
Most active in
Arizona · California · Colorado · Florida · Illinois · Indiana · Kentucky · Louisiana · Massachusetts · Michigan · Missouri · Nebraska · New Jersey · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Wisconsin · Wyoming
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Advisors at this firm
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