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VESTOR CAPITAL, LLC

CRD 165855 · SEC 801-77335

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10 S. RIVERSIDE PLAZA, SUITE 1400, CHICAGO, IL, 60606-3840, United States

Phone

312-641-2400

Fax

312-641-3646

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.28B

Discretionary AUM

$2.27B

Team

27 total employees; 24 advisory reps; 7 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees; REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGT SOLUTIONS

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminarsCREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS

Client types

TypeClientsAUM
Individuals605$161.9M
High net worth individuals592$1.92B
Pension/profit sharing plans62$114.5M
Charitable organizations5$5.9M
Corporations/business entities24$69.2M

States served

AZ, CA, CO, IL, IN, KY, LA, MA, MI, NE, NJ, NC, OH, PA, SC, TN, VA, WI, WY, MO, TX, FL

All web addresses on file

Official SEC filing: View on IAPD