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| Happy Holidays!! thanks for using AUM13F!! |
| Vest Financial LLC
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| CRD # | 165976 |
| SEC # | 801-77463 |
| CIK # | 0001708601, 0001870916, 0001709632 |
| AUM | $39.3 B (2025-05-27) |
| Employees | 43 (28% Investors, 58% Brokers) |
| Phone | 855-979-6060 |
| Address | 8350 Broad St Mclean, VA 22102-5150 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Ace Ltd | 0.1 | ||
| Automatic Data Processing Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Aflac Inc | 0.1 | ||
| Exxon Mobil Corp | 0.1 | ||
| Abbott Laboratories | 0.1 | ||
| International Business Machines Corp | 0.1 | ||
| Caterpillar Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Emerson Electric Co | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 128 | 39.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 17 | 0.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 145 | 39.3 |
| By Discretionary | ||
| Discretionary | 145 | 39.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 145 | 39.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 39.1 | |
| Total | 145 | 39.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001708601] | |
| 13F-HR | [0001709632] | |
| D | [0001870916] |
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|---|---|---|
|
Ashmore Investment Management Ltd
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|
42.6 | |
|
Milliman Financial Risk Management LLC
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IL | 41.1 |
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MML Investment Advisers LLC
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MA | 41.0 |
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Newton Investment Management Ltd
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39.2 | |
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NLG Capital Inc
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VT | 39.1 |
|
Nippon Life Global Investors Americas Inc
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NY | 38.5 |
|
BAMCO Inc
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|
NY | 38.2 |
|
Callan LLC
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CA | 37.8 |
|
Concord Advisory Group Ltd
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NJ | 37.6 |
|
StepStone Group Europe Alternative Investments Limited
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36.7 |