RIA Intel›Advisers›Texas›VESTIS ADVISORS, LLC

VESTIS ADVISORS, LLC

Advisory

HOUSTON, TX

Data as of Mar 9, 2026 · Source: SEC Form ADV

Rank in TX

#2,328

of 2,813 advisers by AUM

Average account

$299K

across 36 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$11M

Discretionary AUM$0

Non-Discretionary AUM$11M

Discretionary %0%

Total Clients17

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

17 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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