Vestor Capital
TL;DR
Vestor Capital has operated as an investment adviser since 1984 and provides investment management and financial planning to individuals, foundations and retirement plans; it is part of Focus Financial Partners.
$2.3 billion
Regulatory AUM
As of ADV filing 2026-03-27
3,753
Accounts / Clients
1,197 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
27
Team Size
employees, 24 advisory
14 yrs
Years Registered
First registered 2012
About Vestor Capital
Vestor Capital has operated as an investment adviser since 1984 and provides investment management and financial planning to individuals, foundations and retirement plans; it is part of Focus Financial Partners.
Office: 10 S. Riverside Plaza, Suite 1400, Chicago, IL 60606.
Best for: Households above $500K wanting CFP-led planning with investment management
Fee model and designations stated on the guide
Advisory feesPlanning designations named
Form ADV data
CRD165855
RegistrationSEC-registered
First registration2012
Regulatory AUM$2.3 billion
ADV filing date2026-03-27
Accounts3,753
Clients1,197 individual and high-net-worth clients
Employees27
Advisory employees24
Fee modelAdvisory fees; ADV 2A discloses insurance commissions earned by an affiliate platform
Minimum$500,000 typical for new clients, waivable (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, CFA, CPA, CRPC and CPWA named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 165855, as of ADV filing 2026-03-27, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Chicago, IL (2026): rank 2 of 10
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