Vestia Advisors, Llc
SEC-registered
Insurance-Affiliated · Mid-sized ($1B–$10B)
CRD 290565
· SEC file 801-112175
· Fort Wayne, IN
· WWW.LINKEDIN.COM
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ADV data as of Mar 29, 2026
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 3,987
- Avg AUM / client
- $266K
- Accounts
- 3,987
- Employees
- 31
AUM over time
$0
$1.1B
Nov 2017
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 865 | $71.1M | 6.7% |
| High net worth individuals | 3,105 | $966M | 91.1% |
| Pension and profit sharing plans | 17 | $23.8M | 2.24% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Orthopaedics Northeast, Pc Profit Sharing Plan Orthopaedics Northeast, Pc | 2024 | |
| Scpmg Keogh Plan Southern California Permanente Medical Group | 2024 | |
| Medworks, Inc. Retirement Savings Plan Medworks, Inc. | 2024 | |
| The 401(k) Plan For Permanente Medical Groups Southern California Permanente Medical Group | 2024 | |
| Iu Health 401(k) Savings Plan Indiana University Health Inc. | 2024 | |
| Multicare Health System Retirement Account Plan Multicare Health System | 2024 |
People (24)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cameron Donald Heasley | Managing Member | CFP | Oct 2017 (9y) | 75% or more of Cdh Financial, Llc (indirect) |
| Lauren Law Oschman | Managing Member | CFP | Oct 2017 (9y) | 75% or more of Md Advisory Services, Llc (indirect) |
| Lee, Sang, Kill | Minority Member | Oct 2017 (9y) | GP / trustee / elected manager of Vestia Holdings, Llc (indirect) | |
| Michael William Trent | Managing Member | CFP | Oct 2017 (9y) | 75% or more of Sahwa Advisory Services, Llc (indirect) |
| Thomas Scott Martin | Director | CFP | Nov 2017 (9y) | 75% or more of Abnormal Consulting, Llc (indirect) |
| Stacy Sizemore | Chief Compliance Officer | May 2019 (7y) | Less than 5% | |
| Kameron J Helmuth | Managing Member | CFP | May 2019 (7y) | 75% or more of Collaborative Consulting, Llc. (indirect) |
| Bradlee Marvin Quick | President And Chief Operating Officer | Jul 2019 (7y) | 75% or more of Kabrana, Llc (indirect) | |
| Forrest Michael Friedow | Managing Member | Sep 2020 (6y) | 75% or more of 6174 Holdings, Inc (indirect) | |
| Jacquelyn Diane Denson | Managing Member | CFP | Jan 2024 (3y) | 75% or more of Peridot Rever Holdings, Llc (indirect) |
| Lindsey Michelle Hanson | Registered representative | Oct 2019 (7y) | ||
| Joseph A Metcalf | Registered representative | Jun 2020 (6y) | ||
| Christy King | Registered representative | Sep 2020 (6y) | ||
| Jennifer Anne Chatfield | Registered representative | Chartered Financial Consultant | Sep 2020 (6y) | |
| Christopher David Robbins | Registered representative | CFP | Nov 2021 (5y) | |
| Kim Anh Thi Pham | Registered representative | CFP | Jun 2022 (4y) | |
| Katelyn Deere Dunstan | Registered representative | CFP | Jun 2024 (2y) | |
| Nikole L Middleton | Registered representative | Oct 2024 (2y) | ||
| Colin Douglas Snyder | Registered representative | Jan 2025 (2y) | ||
| Brandon Scott Sickmiller | Registered representative | Feb 2026 (0y) | ||
| Luke Bradley Walters | Registered representative | Mar 2026 (0y) | ||
| Emma Yoder Bontrager | Registered representative | May 2026 (0y) | ||
| Laurie Grace Cortner | Registered representative | CFP | May 2026 (0y) | |
| Andrea Megan Fletcher | Registered representative | CFP | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Vestia Holdings, Llc | Holding Company | Sep 2017 | A | 75% or more |
| Cdh Financial, Llc | Minority Member | Oct 2017 | B | GP / trustee / elected manager of Vestia Holdings, Llc (indirect) |
| Sahwa Advisory Services, Llc | Minority Member | Oct 2017 | B | GP / trustee / elected manager of Vestia Holdings, Llc (indirect) |
| Md Advisory Services, Llc | Minority Member | Oct 2017 | B | GP / trustee / elected manager of Vestia Holdings, Llc (indirect) |
| Abnormal Consulting, Llc | Minority Member | Dec 2017 | B | GP / trustee / elected manager of Vestia Holdings, Llc (indirect) |
| Kabrana, Llc | Minority Member | Jan 2020 | B | GP / trustee / elected manager of Vestia Holdings, Llc (indirect) |
| 6174 Holdings, Inc | Minority Member | Oct 2020 | B | GP / trustee / elected manager of Vestia Holdings, Llc (indirect) |
| Collaborative Consulting, Llc. | Minority Member | Jun 2022 | B | GP / trustee / elected manager of Vestia Holdings, Llc (indirect) |
| Peridot Rever Holdings, Llc | Minority Member | Jan 2024 | B | GP / trustee / elected manager of Vestia Holdings, Llc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Orthopaedics Northeast, Pc Profit Sharing Plan | Orthopaedics Northeast, Pc | 339 | $104M | 01/01/2024 |
| Scpmg Keogh Plan | Southern California Permanente Medical Group | 11,088 | $7.9B | 01/01/2024 |
| Medworks, Inc. Retirement Savings Plan | Medworks, Inc. | 354 | $45.2M | 01/01/2024 |
| The 401(k) Plan For Permanente Medical Groups | Southern California Permanente Medical Group | 18,579 | $6.5B | 01/01/2024 |
| Iu Health 401(k) Savings Plan | Indiana University Health Inc. | 40,158 | $4.5B | 01/01/2024 |
| Multicare Health System Retirement Account Plan | Multicare Health System | 12,528 | $562M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/29/2026 | 1.15 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $562M (53% of AUM) Mar 2026
- Charles Schwab & Co. $324M (31% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 29, 2026.
View current Form ADV (SEC/IAPD) ↗