# Vestie

> 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.

- CRD: 338938
- Filed as: VESTIE
- Legal name: Vestie, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: July 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338938
- AdvisorCensus page: https://advisorcensus.com/firm/vestie-dallas-tx-338938

## Quick answers

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

**Where is Vestie located?**
Vestie's principal office is in Dallas, TX, according to its Form ADV.

**Is Vestie registered with the SEC or a state?**
Vestie is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 338938.

**How much does Vestie manage?**
Vestie reports $125 in regulatory assets under management in its Form ADV filing dated July 2, 2026 (100% discretionary).

**What types of clients does Vestie serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2).

**Does Vestie report any disciplinary disclosures?**
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

**What changed in Vestie's recent Form ADV filings?**
In the April 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $125
- Discretionary: $125
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $125 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- twitch.tv/getvestie
- vestie.com
- Facebook @getvestie
- Instagram @getvestie
- LinkedIn @vestie
- TikTok @getvestie
- X @getvestie
- YouTube @getvestie

## Changes in the filing (last 12 months)

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vestie (CRD 338938): Form ADV filing data as of October 2026.