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VESTOR CAPITAL, LLC
CRD 165855File 801-77335
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.28B
Top 25% of cohort (national)
Discretionary AUM
$2.27B
Non-discretionary $1.3M
Clients
1,288
3,753 accounts
Employees
27
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 1, 2012
- Principal office
- 10 S. RIVERSIDE PLAZA, SUITE 1400, CHICAGO, IL, 60606-3840
- Phone
- 312-641-2400
- Website
- HTTP://WWW.VESTORCAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.28B
- Discretionary AUM
- $2.27B
- Non-discretionary AUM
- $1.3M
- Discretionary accounts
- 3,752
- Non-discretionary accounts
- 1
- Total accounts
- 3,753
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 24 | $69.2M |
| Charitable organizations | 5 | $5.9M |
| High net worth individuals | 592 | $1.92B |
| Pension and profit sharing plans | 62 | $114.5M |
| Individuals (other than high net worth individuals) | 605 | $161.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGT SOLUTIONS
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,270 | 1,288 | increased by18 |
| Apr 1, 2026 | AUM | $2,081,002,554 | $2,275,902,104 | increased by$194,899,550 |
| Apr 1, 2026 | Accounts | 3,472 | 3,753 | increased by281 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 22 | 27 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 979 | 1,270 | increased by291 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,704,452,235 | $2,081,002,554 | increased by$376,550,319 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,510 | 3,472 | increased by962 |
| Apr 1, 2022 | Employees | 20 | 22 | increased by2 |
| Apr 1, 2022 | Clients | 902 | 979 | increased by77 |
| Apr 1, 2022 | AUM | $1,395,627,696 | $1,704,452,235 | increased by$308,824,539 |
| Apr 1, 2022 | Accounts | 2,256 | 2,510 | increased by254 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VESTOR CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VESTOR CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.