VEST FINANCIAL LLC
SEC file number 801-77463
· MCLEAN, Virginia
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$24.38B
Discretionary AUM
$24.38B
Employees
27
Clients
87
Firm
- Address
- 8350 BROAD ST
MCLEAN, Virginia 22102-5150 - Phone
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
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- M FINANCIAL HOLDINGS INC Medium name-match confidence · CIK 1047852 · Oregon
- W FINANCIAL FUND, LP Medium name-match confidence · CIK 1248244 · New York
- VeriQual Financial LLC Medium name-match confidence · CIK 2161606 · Tennessee
- F&M FINANCIAL CORP Medium name-match confidence · CIK 802119 · Tennessee
- BNH Financial Medium name-match confidence · CIK 1886472 · New Hampshire
- ENB Financial Corp Medium name-match confidence · CIK 1437479 · Pennsylvania
- HBT Financial, Inc. Medium name-match confidence · CIK 775215 · Illinois
- IMA Financial Group, Inc. Medium name-match confidence · CIK 1673769 · Kansas
- Jet Financial Corp. Medium name-match confidence · CIK 1905510 · Texas
- LIT Financial Corporation, Inc. Medium name-match confidence · CIK 2090234 · Michigan
- PCB Financial, Inc Medium name-match confidence · CIK 2002066 · California
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VBT Financial Corp · D · Nov 9, 2026$81M
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VeriQual Financial LLC · D · Oct 26, 2026$500K
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PCB Financial, Inc · D/A · Sep 29, 2026$16.5M
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IMA Financial Group, Inc. · D · Sep 14, 2026$1.7M
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IMA Financial Group, Inc. · D · May 12, 2026$4.1M
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PCB Financial, Inc · D/A · Apr 21, 2026$16.5M
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PCB Financial, Inc · D · Apr 20, 2026$16.5M
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HBT Financial, Inc. · D · Apr 9, 2026$85M
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BNH Financial · D · Apr 3, 2026$40M
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LIT Financial Corporation, Inc. · D · Mar 18, 2026$2.5M
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M FINANCIAL HOLDINGS INC · D · Mar 13, 2026$8.9M
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IMA Financial Group, Inc. · D · Jan 30, 2026$4.2M
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IMA Financial Group, Inc. · D · Jan 30, 2026$1.2M
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IMA Financial Group, Inc. · D · Jan 29, 2026$86.9M
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W FINANCIAL FUND, LP · D/A · Jan 23, 2026
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Jet Financial Corp. · D/A · Jan 14, 2026$5M
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PCB Financial, Inc · D · Jan 12, 2026$16.5M
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ENB Financial Corp · D · Dec 22, 2025$42.5M
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LIT Financial Corporation, Inc. · D · Nov 10, 2025$10M
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LIT Financial Corporation, Inc. · D · Nov 3, 2025$4M
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F&M FINANCIAL CORP · D · Jul 16, 2025$60M
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M FINANCIAL HOLDINGS INC · D · Mar 17, 2025$6.8M
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W FINANCIAL FUND, LP · D/A · Jan 29, 2025
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Jet Financial Corp. · D/A · Jan 17, 2025$5M