VESTOR CAPITAL, LLC
Latest filing: Oct 21, 2024 (180 days ago)
AUM
$1,766,155,776
0% change vs. 1 year ago
4% change vs. 3 years ago
78% change vs. 5 years ago
211% change vs. 10 years ago
Employee Count
25
0% change vs. 1 year ago
14% change vs. 3 years ago
39% change vs. 5 years ago
67% change vs. 10 years ago
Main Office
CHICAGO, IL
10 S. RIVERSIDE PLAZA, CHICAGO, IL, UNITED STATES, 60606-3840
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.8 |
| Non-Discretionary | $0.0 |
| Total | $1.8 |
| Client | AUM |
|---|---|
| Retail | $1.6 |
| Pooled | $0.0 |
| Institutional | $0.2 |
| Total | $1.8 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 574 | $0.2 |
| Average Individual AUM | $269,628 | |
| HNW | 479 | $1.4 |
| Average HNW AUM | $3,000,019 | |
| Retail Total | 1,053 | $1.6 |
| Average Retail AUM | $1,511,658 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB | WESTLAKE-TX-USA | $1.3 |
| FIDELITY INVESTMENTS | BOSTON-MA-USA | $0.4 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.8 |
| Retail SMA AUM | $1.6 |
| Institutional SMA AUM | $0.2 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 48% | $0.8 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 3% | $0.1 |
| Municipal | 2% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 30% | $0.5 |
| Other Pools | 0% | $0.0 |
| Cash | 13% | $0.2 |
| Other | 0% | $0.0 |
| Total | 97% | $1.7 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| FOCUS RISK SOLUTIONS, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
17 active
| Name | Title |
|---|---|
| BUEHLER, MARTIN | PRESIDENT |
| SLOTT, DENNIS, JAMES | EXECUTIVE VICE PRESIDENT |
| BARR, CAROLYN, CETERA | CHIEF COMPLIANCE OFFICER |
| STUTH, SCOTT, ANTHONY | PARTNER |
| MULLINS, PETER, J | PARTNER |
| BAKER, BRIAN, C. | PARTNER |
ADVDB.CO • SOURCE: SEC
Representatives
21 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JILL SHUTER | CHICAGO | IL | S66|2006-09-27 | ||||||
| EVAN SULLIVAN | CHICAGO | IL | S63|2022-11-19|S65|2024-02-27 | ||||||
| LAUREN CONNELLY | CHICAGO | IL | S66|2014-10-06 | CERTIFIED FINANCIAL PLANNER | |||||
| DENNIS SLOTT | CHICAGO | IL | S63|1985-02-20|S66|2001-07-27 | CERTIFIED FINANCIAL PLANNER | |||||
| JOHN DILLON | CHICAGO | IL | S66|2017-12-11 | ||||||
| SCOTT STUTH | CHICAGO | IL | S63|1985-04-25|S65|1999-04-28 | ||||||
| ANTHONY GREENWOOD | CHICAGO | IL | S63|2006-07-14|S66|2014-08-18 | ||||||
| JOHN MALUSA | CHICAGO | IL | CHARTERED FINANCIAL ANALYST | ||||||
| STEPHEN KONSLER | CHICAGO | IL | S66|2014-04-10 | ||||||
| PETER MULLINS | CHICAGO | IL | S66|2009-09-29 | CERTIFIED FINANCIAL PLANNER | |||||
| JASON BLANDFORD | CHICAGO | IL | S66|2003-03-18 | ||||||
| TIMOTHY DETLOFF | CHICAGO | IL | S63|2006-10-16|S65|2004-09-14 | CHARTERED FINANCIAL ANALYST | |||||
| SARA BARRY | CHICAGO | IL | S63|2013-02-22|S65|2014-12-18 | ||||||
| MARK HOLDEN | CHICAGO | IL | S65|2010-03-24|S63|2014-01-27 | CERTIFIED FINANCIAL PLANNER | |||||
| ELAINE MOSS | CHICAGO | IL | S63|1987-10-23|S65|1995-01-13 | ||||||
| THOMAS EGAN | CHICAGO | IL | S65|2016-11-08 | ||||||
| CAROLYN BARR | CHICAGO | IL | S63|2009-05-08|S65|2017-08-04 | ||||||
| BRIAN BAKER | CHICAGO | IL | S66|2013-08-29 | CERTIFIED FINANCIAL PLANNER | |||||
| SAMANTHA DUBUQUE | CHICAGO | IL | S65|2010-12-17|S63|2015-03-17 | ||||||
| MARTIN BUEHLER | CHICAGO | IL | S63|1991-07-12|S65|2007-01-08 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-03-06 | $1.8 | $0.0 | 0% | 25 | 0 | 0% |
| 2024-04-02 | $1.8 | $0.0 | 0% | 25 | 0 | 0% |
| 2023-04-04 | $1.5 | $0.3 | 21% | 25 | 0 | 0% |
| 2022-04-01 | $1.7 | $0.1 | 4% | 22 | 3 | 14% |
| 2021-04-05 | $1.4 | $0.4 | 27% | 20 | 5 | 25% |
| 2020-04-01 | $1.0 | $0.8 | 78% | 18 | 7 | 39% |
| 2019-04-01 | $0.8 | $1.0 | 131% | 19 | 6 | 32% |
| 2018-04-02 | $0.7 | $1.0 | 142% | 16 | 9 | 56% |
| 2017-04-01 | $0.6 | $1.2 | 199% | 15 | 10 | 67% |
| 2016-04-01 | $0.5 | $1.2 | 227% | 14 | 11 | 79% |
| 2015-04-01 | $0.6 | $1.2 | 211% | 15 | 10 | 67% |
| 2014-04-01 | $0.5 | $1.2 | 236% | 12 | 13 | 108% |
| 2013-04-01 | $0.4 | $1.3 | 298% | 12 | 13 | 108% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| IL, AZ-01/06/2022, CA-01/06/2022, CO-10/01/2012, FL-01/06/2022, IL-10/30/2012, IN-01/06/2022, KY-01/06/2022, LA-01/06/2022, MA-01/06/2022, MI-01/06/2022, MO-03/29/2022, NC-01/06/2022, NE-03/30/2023, NJ-09/11/2024, OH-03/29/2022, PA-01/06/2022, SC-09/11/2024, TN-01/06/2022, TX-01/06/2022, VA-04/09/2024, WI-01/06/2022, WY-12/11/2018 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION NEWSLETTERS EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV