Investment adviser · CRD 165976
VEST FINANCIAL LLC
Investment adviser filing (IA)
MCLEAN, VA, United States · Form ADV filed Jun 12, 2026
- Regulatory AUM
- $51.8B Form ADV · Item 5.F
- Client accounts
- 154 Accounts, not individual clients
- Employees
- 52 Reported in this filing
- Advisory professionals
- 12 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 154 | $51,358,677,067 | 99.1% |
| Pooled investment vehicles | 26 | $450,310,860 | 0.9% |
Filing source
Form ADV 2112846 · Jun 12, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Jun 12, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
8350 BROAD ST, SUITE 240MCLEAN, VA, 22102-5150, United States
CRD 165976
Filing source
Form ADV 2112846 · Jun 12, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.