Vest Financial LLC

Registered investment advisor · McLean, Virginia · CRD #165976

Assets Under Management

$51.8B

Client Accounts

154

Employees

CRD Number

165976

Registration

SEC Registered

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Vest Financial LLC

Vest Financial is a defined outcome asset manager that specializes in Target Outcome Investments®. Founded in 2012 with support from Y Combinator, the company has developed innovative derivatives-based strategies that are accessible through products like ETFs. Vest manages $46.4 billion in assets and oversees $8.4 billion in non-discretionary assets, offering over 300 products with more than $50 billion in Target Outcome Strategies®. The company focuses on transforming complex derivatives into

Fee Structure

Percentage of assets under management Yes

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Yes

Contacts, 13F holdings & brochure intel for Vest Financial LLC

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Frequently Asked Questions

What is Vest Financial LLC's AUM?

Vest Financial LLC reports approximately $51.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Vest Financial LLC headquartered?

Vest Financial LLC is headquartered in McLean, Virginia.

What is Vest Financial LLC's CRD number?

Vest Financial LLC's CRD number is 165976. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.