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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

VESTURA, LLC

CRD 142926

HOBART, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2849006a-a973-8119-e35e-2853e73a093a

Data as of Aug 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Dec 19, 2011 to Aug 11, 2026
34 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $337MItem 5.F on the latest filing (2026-08-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $337M
Private client RAUM: $335MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $84.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 312
Individual clients: 11
High net worth clients: 61
SEC number: 801-80496
CRD: 142926
Filings on the tape: 34
First filed: Dec 19, 2011
Latest filed: Aug 11, 2026
Organised: Limited Liability Company, WI
Website: vestura.net

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JASON DOUGLAS PERKINS	Certified Financial Planner	HOBART, WI	19	29	n/a	no
Jared Howard Bowers	Chartered Financial Analyst	HOBART, WI	10	15	n/a	no
David Roger Counihan	n/a	HOBART, WI	6	14	n/a	no
Jose Miguel Sosa-Vazquez	n/a	HOBART, WI	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
PERKINS, JASON, DOUGLAS	PRINCIPAL/CHIEF COMPLIANCE OFFICER	E	yes	01/2007	Dec 19, 2011	Jan 18, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Hobart	Wi	United States	3	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 20, 2026	$337M	$337M	4	3	1	n/a	n/a
2024	Feb 6, 2025	$299M	$299M	4	3	1	n/a	n/a
2023	Jan 18, 2024	$269M	$269M	4	3	1	n/a	n/a
2022	Mar 20, 2023	$206M	$206M	4	3	1	n/a	n/a
2021	Mar 1, 2022	$254M	$254M	4	3	1	n/a	n/a
2020	Mar 19, 2021	$210M	$210M	4	3	1	n/a	n/a
2019	Mar 30, 2020	$157M	$157M	4	2	1	n/a	n/a
2018	Mar 25, 2019	$130M	$130M	4	2	1	n/a	n/a
2017	Feb 23, 2018	$143M	$143M	3	3	1	n/a	n/a
2016	Feb 8, 2017	$118M	$118M	5	5	n/a	n/a	n/a
2015	Mar 2, 2016	$109M	$109M	3	3	n/a	n/a	n/a
2014	Mar 27, 2015	$112M	$112M	3	3	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$337M	$299M	12.6%	$206M	17.8%	4	4	1	1

Relationships

Registered with (6)

← Jose Miguel Sosa-VazquezAdvisorregistration: current employment
Jul 21, 2026 to presentfactForm ADV
← David Roger CounihanAdvisorregistration: current employment
Jul 30, 2020 to presentfactForm ADV
← Jared Howard BowersAdvisorregistration: current employment
Feb 1, 2016 to presentfactForm ADV
← JASON DOUGLAS PERKINSAdvisorregistration: current employment
Jan 30, 2007 to presentfactForm ADV
← MUHAMMED-KABEER OLAREWAJU GBAJA-BIAMILAAdvisorregistration: previous registration
Mar 3, 2014 to Dec 18, 2018factForm ADV
← NATHAN C BARINGTONAdvisorregistration: previous registration
Jul 24, 2008 to Apr 13, 2016factForm ADV

Controls (1)

← PERKINS, JASON, DOUGLASOwnerPRINCIPAL/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Dec 19, 2011 to Jan 18, 2024factForm ADV

Dated events

Occurred
Oct 15, 2014
First Form ADV filing
Vestura, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2849006a-a973-8119-e35e-2853e73a093a
First observed: Dec 19, 2011
Last observed: Aug 11, 2026 39 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

VESTURA, LLC

CRD 142926

HOBART, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2849006a-a973-8119-e35e-2853e73a093a

Data as of Aug 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:22 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JASON DOUGLAS PERKINS

Certified Financial Planner

HOBART, WI

n/a

Jared Howard Bowers

Chartered Financial Analyst

HOBART, WI

n/a

David Roger Counihan

n/a

HOBART, WI

n/a

Jose Miguel Sosa-Vazquez

n/a

HOBART, WI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PERKINS, JASON, DOUGLAS

PRINCIPAL/CHIEF COMPLIANCE OFFICER

yes

01/2007

Dec 19, 2011

Jan 18, 2024

City

State

Country

Employees

Also broker-dealer

Hobart

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$337M

n/a

2024

Feb 6, 2025

$299M

n/a

2023

Jan 18, 2024

$269M

n/a

2022

Mar 20, 2023

$206M

n/a

2021

Mar 1, 2022

$254M

n/a

2020

Mar 19, 2021

$210M

n/a

2019

Mar 30, 2020

$157M

n/a

2018

Mar 25, 2019

$130M

n/a

2017

Feb 23, 2018

$143M

n/a

2016

Feb 8, 2017

$118M

n/a

2015

Mar 2, 2016

$109M

n/a

2014

Mar 27, 2015

$112M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$337M

$299M

12.6%

$206M

17.8%