VESTOR CAPITAL, LLC

10 S. Riverside Plaza
Suite 1400
Chicago, Illinois 60606-3840
Tel: 312-641-2400

About VESTOR CAPITAL, LLC

VESTOR CAPITAL, LLC, formally registered with the SEC as VESTOR CAPITAL, LLC. The firm was established in 10/01/2012. They have over 3 offices throughout the country.

VESTOR CAPITAL, LLC is a Chicago, Illinois based Financial Planning firm with nearly $1,766,155,776 assets under management, offering retirement planning & investment advisory services to 3134 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165855
SEC#	801-77335
Assets Managed by Firm	$1,766,155,776
No. of Clients	3134
No. of Advisors	25

Fee Structure

A percentage of AUM
Fixed fees
Other (REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGT SOLUTIONS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	3134	$1,766,155,776
Individuals (other than high net worth individuals)	574	$154,766,249
High net worth individuals	479	$1,437,009,141
Pension and profit sharing plans	73	$107,562,006
Charitable organizations	4	$3,625,557
Corporations or other businesses	18	$63,192,823

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