Data / Investment advisers / North Carolina / Vested Finance
Vested Finance, Durham, NC: SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Vested Finance is an SEC registered investment adviser with its main office in Durham, North Carolina and reports 9 private funds in its Form ADV filed June 26, 2026. It is paid through a percentage of assets under management, fixed fees and commissions.
The request: Watch Vested Finance (CRD number 299272): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 299272
- SEC file number
- 801-114441
- SEC status
- Approved, effective December 13, 2018
- Legal name
- Vested Finance Inc.
- Main office
- 110 Swift Avenue, Durham, NC 27705
- Phone
- (310) 895-3927
- Website
- vestedfinance.co
- Employees
- 60, of which 8 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees, commissions
- Private funds
- 9: 9 private equity funds
- Gross assets of private funds
- $9,866,064
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Other advisers in Durham
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Verity Asset Management | Durham | $1.15 billion | Not listed | adviserinfo.sec.gov |
| Kuhn Advisors, Inc. | Durham | $800.8 million | Not listed | adviserinfo.sec.gov |
| Integrated Wealthcare, LLC | Durham | $218.2 million | Not listed | adviserinfo.sec.gov |
| Pinafore Wealth Counsel Inc. | Durham | $173.6 million | Not listed | adviserinfo.sec.gov |
| SLP Wealth | Durham | $63.7 million | Not listed | adviserinfo.sec.gov |
| Pappas Ventures | Durham | Not listed | 8 | adviserinfo.sec.gov |
| SJF Management LLC | Durham | Not listed | 6 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Durham, NC
- Investment advisers in North Carolina
- Advisers that manage private funds
- Vested Finance on the SEC's adviser search
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.