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VESTOR CAPITAL, LLC
CRD 165855 · SEC 801-77335
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 605 | $161.9M |
| High net worth individuals | 592 | $1.92B |
| Pension/profit sharing plans | 62 | $114.5M |
| Charitable organizations | 5 | $5.9M |
| Corporations/business entities | 24 | $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