Vestura, LLC logo

Vestura, LLC

Updated today

Client assets under management

$334,897,800

Clients

72

85% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

24

Low

Average account size

$4,651,358

About

Vestura provides discretionary investment supervisory and portfolio management services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities. The firm prepares an Investment Policy Statement for each client and generally maintains a $5 million account minimum, which it may waive based on client need and complexity.

The firm manages client assets internally and typically operates under discretionary authority to select securities and execute transactions. Its investment process combines fundamental, technical, and charting analysis and employs a mix of long‑term and short‑term trading, including the use of margin and alternative investments such as REITs, hedge funds, and private placements.

Noteworthy operational features include a sizable asset base relative to its three advisors and a requirement that clients custody assets at the firm’s selected custodian rather than directing brokerage. Vestura also accepts proxy voting for some accounts through an investment committee and indicates it will rarely use aggregated block trading, distinguishing its governance and execution practices from many peers.

Client services

Financial planning Portfolio management

Expertise

Real estate investing

Fee options

Percentage

$0 - $1,999,999: 1.50% $2,000,000 - $4,999,999: 1.20% $5,000,000 - $9,999,999: 0.90% $10,000,000 - $24,999,999: 0.80% $25,000,000+: 0.70%

Other

Account minimum: $5,000,000

Main office location

Vestura, LLC

1200 Centennial Centre Blvd, Suite 100

Hobart WI 54155, United States

Number of offices

2

Most active in

Florida · Illinois · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

David C

Series 65

Hobart, WI

Vestura, LLC

David Counihan is a financial advisor at Vestura, LLC with five years of industry experience. He holds a Series 65 designation and has been with Vestura since 2012. Vestura serves individuals, pension and profit-sharing plans, and corporate entities by providing discretionary portfolio management and investment supervisory services. The firm manages approximately $299 million across about 67 client relationships, focusing on individualized Investment Policy Statements and a combination of charting, fundamental and technical analysis in their investment approach.

Real estate investing
user avatar

Jared B

CFA®

Hobart, WI

Vestura, LLC

Jared Bowers is a CFA® charterholder with 10 years of industry experience. He has worked at Vestura, LLC since 2016 and Avalon Capital Group since 2011. Outside of his advisory roles, he is a co-owner and officer of Bluestem LLC, a small business that produces a cattle grafting product called MotherUp. Vestura serves individuals, pension and profit-sharing plans, and corporate entities with discretionary portfolio management and investment supervisory services. The firm customizes Investment Policy Statements for each client and manages approximately $299 million across about 67 client relationships, focusing on a concentrated client base and internal asset management.

Real estate investing
user avatar

Jason P

Series 63, Series 65

Hobart, WI

Vestura, LLC

Jason Perkins is a financial advisor at Vestura, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Vestura since 2007. Vestura serves individuals, including high-net-worth clients, pension and profit-sharing plans, and corporate entities by providing discretionary portfolio management and investment supervisory services. The firm focuses on implementing individualized Investment Policy Statements through a combination of charting, fundamental and technical analysis, and both long- and short-term trading strategies.

Real estate investing
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