Vestor Capital, LLC is a large advisory firm based in Chicago. It manages $763.9 million of regulatory assets for 1,395 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Arizona, California, Colorado, and 15 other states.
Vestor Capital provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Vestor Capital, LLC is $763.9 million. The firm's AUM has grown by 75% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Vestor Capital, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Martin Buehler is high net worth individuals with 217 clients and $612.72 million of assets under management. Among the 9 most similar advisory firms, Vestor Capital has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $763.9 million for 550 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Vestor Capital doesn't advise any private funds.
The company employs 19 people that are either part- or full-time employees. 95 percent of the employees work as investment advisers or researchers. 18 employees are registered as investment adviser representatives with the state securities authorities.
There are 4 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Martin Buehler has been acting as President since 1 Dec 2012. Focus Financial Partners Inc. joined the executive team most recently as the Member.
The principal office where Vestor Capital, LLC performs its advisory services is located at 10 S. Riverside Plaza, Chicago, IL 60606 3840, which is also the mailing address of the firm. An additional office of the firm is in Lake Forest, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-641-2400 or by fax 312-641-3646. The normal business hours are 8:30 to 5:00 on Monday - Friday. You can find more information about the New York firm at vestorcapital.com.