{"url":"https://nivawealth.com/firms/vestia-advisors-290565","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/290565","regulatoryAum":1061324126,"crd":"290565","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8260720","suffix":null,"lastName":"BONTRAGER","firstName":"EMMA","middleName":"Yoder"},{"crd":"4908066","suffix":null,"lastName":"CHATFIELD","firstName":"JENNIFER","middleName":"ANNE"},{"crd":"7419054","suffix":null,"lastName":"Cortner","firstName":"Laurie","middleName":"Grace"},{"crd":"6007474","suffix":null,"lastName":"DENSON","firstName":"JACQUELYN","middleName":"DIANE"},{"crd":"7380052","suffix":null,"lastName":"Dunstan","firstName":"Katelyn","middleName":"Deere"},{"crd":"5552803","suffix":null,"lastName":"FLETCHER","firstName":"ANDREA","middleName":"MEGAN"},{"crd":"4256173","suffix":null,"lastName":"FRIEDOW","firstName":"FORREST","middleName":"MICHAEL"},{"crd":"6118656","suffix":null,"lastName":"HANSON","firstName":"LINDSEY","middleName":"MICHELLE"},{"crd":"5664519","suffix":null,"lastName":"HEASLEY","firstName":"CAMERON","middleName":"DONALD"},{"crd":"6007191","suffix":null,"lastName":"HELMUTH","firstName":"KAMERON","middleName":"J"},{"crd":"7135262","suffix":null,"lastName":"King","firstName":"Christina","middleName":null},{"crd":"4532988","suffix":null,"lastName":"Martin","firstName":"Thomas","middleName":"Scott"},{"crd":"5056429","suffix":null,"lastName":"METCALF","firstName":"JOSEPH","middleName":"A"},{"crd":"6889230","suffix":null,"lastName":"Middleton","firstName":"Nikole","middleName":"L"},{"crd":"5679713","suffix":null,"lastName":"OSCHMAN","firstName":"LAUREN","middleName":"LAW"},{"crd":"7303685","suffix":null,"lastName":"Pham","firstName":"Kim 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They include 3,105 high-net-worth individuals, 865 individual clients, and 17 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 22 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Vestia Advisors offer?","answer":"Vestia Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, publishing newsletters, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Vestia Advisors use?","answer":"Vestia Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $562M and Charles Schwab & Co., Inc. (Jersey City, NJ), with $324M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Vestia Advisors have?","answer":"Vestia Advisors has 17 investment adviser representatives registered with state securities authorities, out of 31 employees, and 17 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 21 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Vestia Advisors invest in?","answer":"At the end of its last fiscal year, Vestia Advisors’ separately managed accounts held 86% registered funds (mutual funds, ETFs, BDCs), 8% other, 4% exchange-traded equities, 4% investment grade corporate bonds and 2% cash and equivalents. The 8% other category is described as: Alternatives.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Vestia Advisors?","answer":"Vestia Advisors is owned through a chain of holding companies by Michael Trent, Lauren Oschman, Cameron Heasley, Thomas Martin, Bradlee Quick and 3 others. Its direct owner is Vestia Holdings, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 22 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Vestia Advisors get paid?","answer":"Vestia Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Vestia Advisors?","answer":"Vestia Advisors’ main office is at 9121 Illinois Road, Suite 51, Fort Wayne, IN 46804. Its phone number is 877-669-1126. Its website is vestiaadvisors.com.","source":"Form ADV Part 1A, Item 1.F, filed 22 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/vestia-advisors-290565/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-10","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2033299/000203329926000003/0002033299-26-000003-index.html","totalValue":256043483,"positionCount":112,"top10Share":0.5784787383164913,"top10":[{"issuer":"DIMENSIONAL U.S. CORE EQUITY 2 ETF","titleOfClass":"ETF","cusip":"25434V708","value":26109880,"shares":722749,"shareType":"SH","priorValue":19654427,"priorShares":603957},{"issuer":"DIMENSIONAL INTERNATIONAL VALUE ETF","titleOfClass":"ETF","cusip":"25434V807","value":21543852,"shares":398814,"shareType":"SH","priorValue":19778428,"priorShares":374794},{"issuer":"DIMENSIONAL INTERNATIONAL CORE EQUITY 2 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