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VEST FINANCIAL LLC
CRD 165976File 801-77463
APPROVED
Disclosure events
Filing as of Jun 12, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 43 | 52 | increased by9 |
| Apr 1, 2026 | Clients | 145 | 180 | increased by35 |
| Apr 1, 2026 | AUM | $39,304,330,239 | $51,808,987,927 | increased by$12,504,657,688 |
| Apr 1, 2026 | Accounts | 145 | 154 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 18 | 43 | increased by25 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 52 | 145 | increased by93 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $7,541,312,789 | $39,304,330,239 | increased by$31,763,017,450 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 52 | 145 | increased by93 |
| Jul 1, 2022 | Clients | 50 | 52 | increased by2 |
| Jul 1, 2022 | AUM | $6,007,589,235 | $7,541,312,789 | increased by$1,533,723,554 |
| Jul 1, 2022 | Accounts | 50 | 52 | increased by2 |
| Apr 1, 2022 | Employees | 15 | 18 | increased by3 |
| Apr 1, 2022 | Clients | 34 | 50 | increased by16 |
| Apr 1, 2022 | AUM | $2,420,827,943 | $6,007,589,235 | increased by$3,586,761,292 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VEST FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VEST FINANCIAL” 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.