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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-2012
- Office Locations
- 1
Office Locations
About Vestor Capital, LLC
Vestor Capital is a Chicago-based wealth management and advisory firm with more than four decades of client relationships, delivering personalized portfolio management alongside comprehensive planning (cash flow, estate, education funding, charitable giving). The firm serves retail and institutional clients and builds asset-allocation portfolios with a heavy emphasis on ETFs and public funds; custody commonly held at Schwab or Fidelity and access to alternatives via CAIS.
Team overview
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Owner & Executives
BRIAN C. BAKER JR.
PARTNER, Wealth Management Advisor
- CRD
- #6205809
- Ownership
- Less than 5%
CAROLYN CETERA BARR
Chief Compliance Officer
- CRD
- #5484249
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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SARA LOUISE BARRY
Client Service Associate
- CRD
- #1078585
JASON A BLANDFORD
Wealth Management Advisor
- CRD
- #4620058
Showing 2 of 24 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,274,576,000 | $606,230 |
| Non-Discretionary | $1,326,104 | $1,326,104 |
| Total | $2,275,902,104 | $606,422 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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