{
  "crd_number": 338938,
  "slug": "vestie-dallas-tx-338938",
  "primary_business_name": "VESTIE",
  "legal_name": "VESTIE, INC.",
  "dbas": [],
  "city": "Dallas",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-03-04",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-07-02",
  "carried_forward": false,
  "raum_total": 125.0,
  "raum_discretionary": 125.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 125.0,
      "count": 2,
      "fewer_than_5": true
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "DE",
    "TX"
  ],
  "websites": [
    "https://facebook.com/getvestie",
    "https://instagram.com/getvestie",
    "https://linkedin.com/company/vestie",
    "https://tiktok.com/@getvestie",
    "https://twitch.tv/getvestie",
    "https://vestie.com",
    "https://x.com/getvestie",
    "https://youtube.com/@getvestie"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338938",
  "city_as_filed": "DALLAS",
  "url": "https://advisorcensus.com/firm/vestie-dallas-tx-338938",
  "display_name": "Vestie",
  "summary": "Vestie is an SEC-registered investment advisory firm in Dallas, TX, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 2, 2026.",
  "citation": "AdvisorCensus. Vestie (CRD 338938): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Vestie compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Vestie reports these compensation arrangements: fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Vestie charge?",
      "a": "Its Form ADV Part 2A brochure dated July 2, 2026 states: Flat fee: $14 a month (advisory fee); Flat fee: $139 a year (advisory fee). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Vestie located?",
      "a": "Vestie's principal office is in Dallas, TX, according to its Form ADV."
    },
    {
      "q": "Is Vestie registered with the SEC or a state?",
      "a": "Vestie is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 338938."
    },
    {
      "q": "How much does Vestie manage?",
      "a": "Vestie reports $125 in regulatory assets under management in its Form ADV filing dated July 2, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Vestie serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2)."
    },
    {
      "q": "Does Vestie report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/338938"
    },
    {
      "q": "What changed in Vestie's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 2, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $14 a month (advisory fee)",
      "Flat fee: $139 a year (advisory fee)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $14 a month (advisory fee)"
        ],
        "quotes": [
          "Vestie charges a flat advisory fee of $14 per month or $139 annually, billed in advance."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $139 a year (advisory fee)"
        ],
        "quotes": [
          "Vestie charges a flat advisory fee of $14 per month or $139 annually, billed in advance."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": 14.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "advisory fee"
        },
        {
          "kind": "flat",
          "amount": 139.0,
          "min": null,
          "max": null,
          "period": "annual",
          "service": "advisory fee"
        }
      ]
    },
    "quotes": [
      "Vestie charges a flat advisory fee of $14 per month or $139 annually, billed in advance.",
      "Vestie charges a flat advisory fee of $14 per month or $139 annually, billed in advance."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/vestie-dallas-tx-338938.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 125.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338938",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}