# Vestis Advisors, LLC

> Vestis Advisors, LLC is a state-registered investment advisory firm in Houston, TX, registered since 2010, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 152579
- Filed as: VESTIS ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/152579
- AdvisorCensus page: https://advisorcensus.com/firm/vestis-advisors-llc-houston-tx-152579

## Quick answers

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

**Where is Vestis Advisors, LLC located?**
Vestis Advisors, LLC's principal office is in Houston, TX, according to its Form ADV.

**Is Vestis Advisors, LLC registered with the SEC or a state?**
Vestis Advisors, LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 152579.

**How much does Vestis Advisors, LLC manage?**
Vestis Advisors, LLC reports $10,775,674 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (0% discretionary).

**What types of clients does Vestis Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12); high net worth individuals (5).

**Does Vestis Advisors, LLC 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/152579

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $10,775,674
- Discretionary: $0
- Non-discretionary: $10,775,674

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $3,422,834 |
| High net worth individuals | 5 | $6,945,230 |
| Corporations or other businesses not listed above | Fewer than 5 | $407,610 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2010 (16 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- 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. Vestis Advisors, LLC (CRD 152579): Form ADV filing data as of October 2026.