# Vest Assured, Inc.

> Vest Assured, Inc. is a state-registered investment advisory firm, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 30, 2025.

- CRD: 137390
- Filed as: VEST ASSURED, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: April 30, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/137390
- AdvisorCensus page: https://advisorcensus.com/firm/vest-assured-inc-137390

## Quick answers

**How is Vest Assured, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Vest Assured, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Vest Assured, Inc. registered with the SEC or a state?**
Vest Assured, Inc. is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 137390.

**How much does Vest Assured, Inc. manage?**
Vest Assured, Inc. reports $7,835,896 in regulatory assets under management in its Form ADV filing dated April 30, 2025 (100% discretionary).

**Does Vest Assured, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/137390

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $7,835,896
- Discretionary: $7,835,896
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Charitable organizations | Fewer than 5 | $7,835,896 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vest Assured, Inc. (CRD 137390): Form ADV filing data as of October 2026.