Vestor Capital, LLC logo

Vestor Capital, LLC

Updated today

Client AUM

$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

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Credit and cash management solutions and insurance solutions

Expertise

Private / alternative investments Active portfolio management Tax-loss harvesting Wealth management

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Fee options

Percentage

$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%

Other

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

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Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Mark H

CFP®, Series 65, Series 63

Chicago, IL

Vestor Capital, LLC

Mark Holden is a CFP®-designated financial advisor at Vestor Capital, LLC with 16 years of industry experience. He has worked at Vestor Capital since 2021 and previously held roles at TD Ameritrade, Inc. and Thinkorswim Inc. in Chicago, IL. Vestor Capital, LLC provides investment and wealth management, portfolio management, and financial planning services to individuals, not-for-profit organizations, foundations, and qualified retirement plans. The firm employs a centralized Investment Committee that uses internal fundamental research to implement diversified strategies across various asset classes.

Private / alternative investments Active portfolio management Tax-loss harvesting Wealth management
user avatar

Stephen K

Series 66

Chicago, IL

Vestor Capital, LLC

Stephen Konsler is a financial advisor at Vestor Capital, LLC in Chicago, IL, with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Outside of his advisory role, he serves as an associate board member for the Daniel Murphy Scholarship Foundation, a charitable organization focused on volunteer and fundraising activities. Vestor Capital is a multi-team investment and wealth management firm serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm employs a centralized investment committee to manage concentrated, low-turnover equity portfolios alongside fixed income and alternative strategies, overseeing approximately $2.08 billion in discretionary assets through a team of 21 advisors.

Private / alternative investments Active portfolio management Tax-loss harvesting Wealth management
user avatar

Grace M

Series 65

Chicago, IL

Vestor Capital, LLC

Grace Martin is a financial advisor at Vestor Capital, LLC with a Series 65 designation and one year of industry experience. She previously worked at The Mather Group for two years before joining Vestor Capital. Vestor Capital is a multi-team investment and wealth management firm serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages approximately $2.08 billion in discretionary assets through a team of 21 advisors and employs a centralized Investment Committee to construct concentrated, typically low-turnover equity portfolios alongside diversified fixed income and alternative strategies.

Private / alternative investments Active portfolio management Tax-loss harvesting Wealth management
user avatar

Jill S

Series 66

Chicago, IL

Vestor Capital, LLC

Jill Shuter is a financial advisor at Vestor Capital, LLC in Chicago, IL, holding a Series 66 designation with 19 years of industry experience. She has been with Vestor Capital since 2012 and has also worked with affiliated entities Vestor Capital Securities, LLC and Vestor Capital Insurance Advisors, LLC. Vestor Capital is a multi-team investment and wealth management adviser serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages approximately $2.08 billion in discretionary assets and employs a centralized Investment Committee to construct concentrated, low-turnover equity portfolios alongside fixed income, mutual fund, ETF, and alternative strategies.

Private / alternative investments Active portfolio management Tax-loss harvesting Wealth management
user avatar

Scott S

Series 63, Series 65

Chicago, IL

Vestor Capital, LLC

Scott Stuth is a financial advisor at Vestor Capital, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Vestor Capital since 2020. His prior experience includes roles at Ausdal Financial Partners, Inc. and Oak Asset Management. Vestor Capital is a multi-team investment and wealth management adviser serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages approximately $2.08 billion in discretionary assets through a team of 21 advisors and employs a centralized Investment Committee to construct concentrated, typically low-turnover equity portfolios alongside fixed income, mutual fund, ETF, and alternative strategies.

Private / alternative investments Active portfolio management Tax-loss harvesting Wealth management
user avatar

Jason B

Series 66

Chicago, IL

Vestor Capital, LLC

Jason Blandford is a financial advisor at Vestor Capital, LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Vestor Capital since 2017, previously working at TDAmeritrade Inc. from 2009 to 2017. Vestor Capital is a multi-team investment and wealth management adviser serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages approximately $2.08 billion in discretionary assets through 21 advisors and offers a range of strategies including concentrated equity portfolios, mutual funds, ETFs, fixed income, and alternatives.

Private / alternative investments Active portfolio management Tax-loss harvesting Wealth management
user avatar

Katie T

Series 65

Chicago, IL

Vestor Capital, LLC

Katie Tucker is a financial advisor at Vestor Capital, LLC in Chicago, IL, holding a Series 65 designation. She joined Vestor Capital in 2025 and previously worked at Northern Trust from 2022 to 2025. Her background also includes positions at the University of Iowa College of Medicine and ML Group Design & Development. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, not-for-profit organizations, foundations, and qualified retirement plans. The firm employs a centralized Investment Committee and uses diversified strategies across various asset classes, managing approximately $2.28 billion in advisory assets as of December 2025.

Private / alternative investments Active portfolio management Tax-loss harvesting Wealth management
user avatar

Carolyn B

Series 63, Series 65

Chicago, IL

Vestor Capital, LLC

Carolyn Barr is a financial advisor with Vestor Capital, LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at Vestor Capital and its affiliated securities firm since 2017, following prior roles at Aon Securities Inc. and Aon Hewitt Investment Consulting. In addition to her advisory duties, she serves as a Senior Compliance Analyst for Vestor Capital, focusing on compliance matters for the firm. Vestor Capital is a multi-team investment and wealth management adviser serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages approximately $2.08 billion in discretionary assets through a team of 21 advisors and employs a centralized Investment Committee to construct concentrated, typically low-turnover portfolios across multiple asset classes.

Private / alternative investments Active portfolio management Tax-loss harvesting Wealth management
user avatar

John M

CFA®

Chicago, IL

Vestor Capital, LLC

John Malusa is a CFA® charterholder with four years of industry experience. He currently serves as a financial advisor at Vestor Capital, LLC, where he has worked since 2022. He previously held multiple roles at Northern Trust Corporation from 2016 to 2021. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, not-for-profit organizations, foundations, and qualified retirement plans. The firm employs a centralized Investment Committee that implements diversified strategies across various asset classes and also offers co-advisory programs, sub-advised fixed-income strategies, and standalone financial planning.

Private / alternative investments Active portfolio management Tax-loss harvesting Wealth management
user avatar

Brian B

CFP®, Series 66

Chicago, IL

Vestor Capital, LLC

Brian Baker Jr. is a CFP® with 13 years of experience at Vestor Capital, LLC, where he has worked since 2013. He also served at Vestor Capital Securities, LLC from 2013 to 2020. Outside of his advisory role, he is a managing member of two real estate investment businesses based in Chicago. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, nonprofit organizations, foundations, and qualified retirement plans. The firm employs a centralized Investment Committee approach with diversified strategies across various asset classes and maintains relationships with third-party firms to offer co-advisory and sub-advised services.

Private / alternative investments Active portfolio management Tax-loss harvesting Wealth management
user avatar

Dennis S

CFP®, Series 63, Series 66

Chicago, IL

Vestor Capital, LLC

Dennis Slott is a CFP® with 41 years of industry experience, currently serving at Vestor Capital, LLC in Chicago, IL. He has been with Vestor Capital and its related entities since 2010 and holds the Series 63 and Series 66 licenses. Outside of his advisory role, he serves as a board member of the Father Wasson Legacy Endowment Inc. Vestor Capital is a multi-team investment and wealth management firm serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages approximately $2.08 billion in discretionary assets through a centralized Investment Committee that focuses on fundamental security analysis and a range of equity and fixed income strategies.

Private / alternative investments Active portfolio management Tax-loss harvesting Wealth management
user avatar

Martin B

Series 63, Series 65

Chicago, IL

Vestor Capital, LLC

Martin Buehler is a financial advisor with Vestor Capital, LLC in Chicago, holding Series 63 and Series 65 designations and 35 years of industry experience. He has been involved with VC Management, LLC and various Vestor Capital entities since 2010. Outside of his advisory work, he is a limited partner and passive investor in Aurora Sports Venture, LLC, a private real estate limited partnership. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, nonprofits, foundations, and qualified retirement plans. The firm employs a centralized Investment Committee that uses internal fundamental research to manage diversified portfolios across multiple asset classes and offers co-advisory and sub-advised strategies, supported by an affiliation with Focus Financial Partners.

Private / alternative investments Active portfolio management Tax-loss harvesting Wealth management
user avatar

Lauren C

CFP®, Series 66

Chicago, IL

Vestor Capital, LLC

Lauren Connelly is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Vestor Capital, LLC. She has previously worked with Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of her advisory role, she serves as a board member of the Lichen Sclerosus Support Network and is part of the Ambassadors Council for the YWCA Metropolitan Chicago. Vestor Capital is a multi-team investment and wealth management firm serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages approximately $2.08 billion in discretionary assets through a team of 21 advisors and employs a centralized investment committee to construct concentrated, typically low-turnover equity portfolios alongside fixed income, mutual fund, ETF, and alternative strategies.

Private / alternative investments Active portfolio management Tax-loss harvesting Wealth management
user avatar

Sara B

Series 63, Series 65

Chicago, IL

Vestor Capital, LLC

Sara Barry is a financial advisor at Vestor Capital, LLC in Chicago, IL, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Vestor Capital and its affiliated entities since 2013. Vestor Capital is a multi-team investment and wealth management adviser serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages approximately $2.08 billion in discretionary assets, offering a variety of equity and fixed income strategies supported by an internal Investment Committee that centralizes decision-making.

Private / alternative investments Active portfolio management Tax-loss harvesting Wealth management
user avatar

Thomas E

Series 65

Chicago, IL

Vestor Capital, LLC

Thomas Egan is a Series 65-licensed financial advisor with nine years of industry experience. He has worked at Vestor Capital, LLC since 2018 and previously held roles at TC Wealth Partners and Trust Company of Illinois. Vestor Capital is a multi-team investment and wealth management firm serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages approximately $2.08 billion in discretionary assets and employs a centralized investment approach focused on fundamental security analysis and concentrated, low-turnover equity portfolios alongside diversified strategies.

Private / alternative investments Active portfolio management Tax-loss harvesting Wealth management
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