{
  "crd_number": 165855,
  "slug": "vestor-capital-llc-chicago-il-165855",
  "primary_business_name": "VESTOR CAPITAL, LLC",
  "legal_name": "VESTOR CAPITAL, LLC",
  "dbas": [],
  "city": "Chicago",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-10-01",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 2275902104.0,
  "raum_discretionary": 2274576000.0,
  "raum_non_discretionary": 1326104.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 27,
  "advisory_employees": 24,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 5915512.0,
      "count": 5
    },
    "individuals": {
      "raum": 161890098.0,
      "count": 605
    },
    "pension_profit_sharing": {
      "raum": 114495688.0,
      "count": 62
    },
    "high_net_worth_individuals": {
      "raum": 1924449300.0,
      "count": 592
    },
    "corporations_other_businesses": {
      "raum": 69151506.0,
      "count": 24
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "IL",
    "IN",
    "KY",
    "LA",
    "MA",
    "MI",
    "MO",
    "NC",
    "NE",
    "NJ",
    "OH",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WI",
    "WY"
  ],
  "websites": [
    "https://focusfinancialpartners.com",
    "https://linkedin.com/company/focus-financial-partners",
    "https://linkedin.com/company/vestor-capital-corporation",
    "https://twitter.com/focusfinancial",
    "https://vestorcapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165855",
  "city_as_filed": "CHICAGO",
  "url": "https://advisorcensus.com/firm/vestor-capital-llc-chicago-il-165855",
  "display_name": "Vestor Capital, LLC",
  "summary": "Vestor Capital, LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Vestor Capital, LLC (CRD 165855): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Vestor Capital, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Vestor Capital, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Vestor Capital, LLC located?",
      "a": "Vestor Capital, LLC's principal office is in Chicago, IL, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Vestor Capital, LLC registered with the SEC or a state?",
      "a": "Vestor Capital, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 165855."
    },
    {
      "q": "How much does Vestor Capital, LLC manage?",
      "a": "Vestor Capital, LLC reports $2,275,902,104 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have Vestor Capital, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Vestor Capital, LLC: Regulatory assets under management: $1,395,627,696 in the October 2021 data and $2,275,902,104 in the October 2026 data, up 63%. Total employees: 20 in October 2021 and 27 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Vestor Capital, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (605); high net worth individuals (592); pension and profit sharing plans (but not the plan participants or government pension plans) (62)."
    },
    {
      "q": "Which custodians does Vestor Capital, LLC use?",
      "a": "Vestor Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab and Fidelity Investments as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Vestor Capital, LLC 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/165855"
    },
    {
      "q": "Does Vestor Capital, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 says: \"We typically require prospective clients to have a minimum of $500,000 to invest, and an in-depth meeting to determine that a client’s goals and our services are compatible prior to opening any Client account.\""
    },
    {
      "q": "What changed in Vestor Capital, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 21 to 24."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1395627696.0,
      "total_employees": 20,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1704452235.0,
      "total_employees": 22,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1455691603.0,
      "total_employees": 25,
      "filing_date": "2023-09-18"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1766155776.0,
      "total_employees": 25,
      "filing_date": "2024-09-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2081002554.0,
      "total_employees": 27,
      "filing_date": "2025-04-09"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2275902104.0,
      "total_employees": 27,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 21 to 24."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000"
        ],
        "quotes": [
          "We typically require prospective clients to have a minimum of $500,000 to invest, and an in-depth meeting to determine that a client’s goals and our services are compatible prior to opening any Client account."
        ]
      }
    ],
    "quotes": [
      "We typically require prospective clients to have a minimum of $500,000 to invest, and an in-depth meeting to determine that a client’s goals and our services are compatible prior to opening any Client account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab",
      "name_as_filed": "CHARLES SCHWAB",
      "affiliated": false
    },
    {
      "name": "Fidelity Investments",
      "name_as_filed": "FIDELITY INVESTMENTS",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/vestor-capital-llc-chicago-il-165855.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 605,
      "fewer_than_5": false,
      "raum": 161890098.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 592,
      "fewer_than_5": false,
      "raum": 1924449300.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 62,
      "fewer_than_5": false,
      "raum": 114495688.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 5915512.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 24,
      "fewer_than_5": false,
      "raum": 69151506.0
    }
  ],
  "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/165855",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}