Data / Investment advisers / Missouri / Fefa Financial
Fefa Financial, Saint Louis, MO: $435 million AUM, SEC registered investment adviser
Fefa Financial is an SEC registered investment adviser with its main office in Saint Louis, Missouri and reports $435 million in regulatory assets under management in its Form ADV filed May 13, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 324833
- SEC file number
- 801-127960
- SEC status
- Approved, effective May 11, 2023
- Legal name
- Vci Wealth Management LLC
- Main office
- 530 Vance Road, Saint Louis, MO 63088
- Phone
- (314) 530-0500
- Regulatory AUM
- $435,258,041 in the Form ADV filed May 13, 2026
- Discretionary AUM
- $435,258,041
- Accounts
- 3,837
- Employees
- 32, of which 23 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 13, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 1,642 | $368.2 million |
| High net worth individuals | 37 | $65.6 million |
| Corporations or other businesses | 3 | $897,916 |
| Pension and profit sharing plans | 1 | $316,547 |
| Charitable organizations | 3 | $235,544 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $435.3 million | February 6, 2026 |
| December 1, 2025 | $294.8 million | March 18, 2025 |
Other advisers in Saint Louis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Conway Investment Solutions | Saint Louis | $1.67 billion | 6 | adviserinfo.sec.gov |
| Alpine Private Wealth | Saint Louis | $1.45 billion | Not listed | adviserinfo.sec.gov |
| Terril & Company | Saint Louis | $987.8 million | Not listed | adviserinfo.sec.gov |
| Tbg-Bedford Group LLC | Saint Louis | $758.1 million | Not listed | adviserinfo.sec.gov |
| 25 Financial | Saint Louis | $545 million | Not listed | adviserinfo.sec.gov |
| Saxony Capital Management, LLC | Saint Louis | $367.9 million | Not listed | adviserinfo.sec.gov |
| Moment Private Wealth | Saint Louis | $357.2 million | Not listed | adviserinfo.sec.gov |
| Brady Family Wealth, LLC | Saint Louis | $312.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Saint Louis, MO
- Investment advisers in Missouri
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Fefa Financial on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.