# Vesta Financialcare

> Vesta Financialcare is a state-registered investment advisory firm in Philadelphia, PA, registered since 2007, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 141804
- Filed as: VESTA FINANCIALCARE
- Legal name: MIT Management Group, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Philadelphia, PA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/141804
- AdvisorCensus page: https://advisorcensus.com/firm/vesta-financialcare-philadelphia-pa-141804

## Quick answers

**How is Vesta Financialcare compensated?**
On its Form ADV (Item 5.E, October 2026), Vesta Financialcare reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is Vesta Financialcare located?**
Vesta Financialcare's principal office is in Philadelphia, PA, according to its Form ADV.

**Is Vesta Financialcare registered with the SEC or a state?**
Vesta Financialcare is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 141804.

**How much does Vesta Financialcare manage?**
Vesta Financialcare reports $34,171,133 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (92% discretionary).

**What types of clients does Vesta Financialcare serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (18); individuals (other than high net worth individuals) (7); charitable organizations (1).

**Does Vesta Financialcare 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/141804

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $34,171,133
- Discretionary: $31,489,335
- Non-discretionary: $2,681,798

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $7,495,438 |
| High net worth individuals | 18 | $26,675,673 |
| Charitable organizations | 1 | $22 |

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

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- i-vesta.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vesta Financialcare (CRD 141804): Form ADV filing data as of October 2026.