← Directory
VEST FINANCIAL LLC
CRD 165976File 801-77463
APPROVED
Disclosure events
Filing as of Jun 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$51.81B
Top 10% of cohort (national)
Discretionary AUM
$51.81B
Clients
180
154 accounts
Employees
52
Top 10% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 3, 2013
- Principal office
- 8350 BROAD ST, SUITE 240, MCLEAN, VA, 22102-5150
- Phone
- 855-979-6060
- Website
- HTTP://WWW.VESTFIN.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $51.81B
- Discretionary AUM
- $51.81B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 154
- Non-discretionary accounts
- 0
- Total accounts
- 154
- AUM per client
- $287.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 154 | $51.36B |
| Pooled investment vehicles | 26 | $450.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 11- Q11C2
- Q11C5
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.