Vestura, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$334,897,800
Clients
72
Advisors
4
of 4 employees
About
Vestura provides discretionary investment supervisory and portfolio management services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities. The firm prepares an Investment Policy Statement for each client and generally maintains a $5 million account minimum, which it may waive based on client need and complexity.
The firm manages client assets internally and typically operates under discretionary authority to select securities and execute transactions. Its investment process combines fundamental, technical, and charting analysis and employs a mix of long‑term and short‑term trading, including the use of margin and alternative investments such as REITs, hedge funds, and private placements.
Noteworthy operational features include a sizable asset base relative to its three advisors and a requirement that clients custody assets at the firm’s selected custodian rather than directing brokerage. Vestura also accepts proxy voting for some accounts through an investment committee and indicates it will rarely use aggregated block trading, distinguishing its governance and execution practices from many peers.
Client services
Expertise
Fee options
$0 - $1,999,999: 1.50% $2,000,000 - $4,999,999: 1.20% $5,000,000 - $9,999,999: 0.90% $10,000,000 - $24,999,999: 0.80% $25,000,000+: 0.70%
Account minimum: $5,000,000
Main office
1200 Centennial Centre Blvd, Suite 100
Hobart WI 54155
Advisors at this office
4
Most active in
Florida · Illinois · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
David C
Series 65
Hobart, WI
Vestura, LLC
David Counihan is a financial advisor with Vestura, LLC, holding a Series 65 designation and six years of industry experience. He has been with Vestura since 2012. Vestura provides discretionary investment supervisory and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, technical, and charting analysis alongside long-term and short-term trading strategies, including alternative investments.
Jose S
Series 65
Hobart, WI
Vestura, LLC
Jose Sosa Vazquez is a financial advisor with Vestura, LLC in Hobart, WI. He holds a Series 65 designation and has been with Vestura since 2025. His career includes roles in educational and credit union settings, including Providence Academy, Wauna Federal Credit Union, and Astoria High School. Vestura, LLC provides discretionary investment supervisory and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines fundamental, technical, and charting analysis in its investment approach and manages client assets under discretionary authority.
Jared B
CFA®
Hobart, WI
Vestura, LLC
Jared Bowers is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Vestura, LLC since 2016. He has prior experience at Avalon Capital Group dating back to 2011. Outside of his advisory work, he is a co-owner and officer of Bluestem LLC, a small business producing a cattle grafting product called MotherUp. Vestura provides discretionary investment supervisory and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines fundamental, technical, and charting analysis in its investment process, employing both long-term and short-term strategies across a variety of asset types.
Jason P
CFP®, Series 63, Series 65
Hobart, WI
Vestura, LLC
Jason Perkins is a CFP® professional with 19 years of industry experience, currently serving at Vestura, LLC since 2007. He holds Series 63 and Series 65 licenses and operates out of Hobart, Wisconsin. Vestura provides discretionary investment supervisory and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combined approach of fundamental, technical, and charting analysis, managing client assets internally with typically a $5 million account minimum.
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