DFX Intelligence

C•• T••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC adviserNot on rosterRAUM 100m 1b

C•• T••••

VESTPRO FINANCIAL PARTNERS, INC. DBA C•• T••••, CRD 122484

PLANO, TX

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Data as of Mar 13, 2018 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 1
On other graphs: 0
Observed: Jan 23, 2015 to Mar 13, 2018
9 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $233M••• Locked
Discretionary RAUM: $233M
Private client RAUM: $141Mderived••• Locked
Private client share: 61%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 12

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
F••••••••• R•••	CHIEF FINANCIAL OFFICER	Na	yes	07/2002	Jan 23, 2015	Mar 13, 2018
K•••••• T•••••• A•••••	CHIEF PLANNING OFFICER	Na	yes	10/2007	Jan 23, 2015	Mar 13, 2018

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2017	Mar 13, 2018

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2017	$233M	$207M	12.7%	$200M	5.2%	12	11	0	n/a

Teams out

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
C• I••••••••• L••	3	Nov 27, 2018	Oct 16, 2018	PLANO, TX	Firm absorbed	RIA to RIA	100.0%

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
L•• F•••••••• L••	3	Jul 13, 2015	Jun 2, 2005	PLANO, TX	Team lift out	Other	0.0%

Relationships

Controls (5)

← K•••••• T•••••• A•••••OwnerCHIEF PLANNING OFFICER, ownership code NA, individual
Jan 23, 2015 to presentfactForm ADV
← S••••••••• M•••• S•••••OwnerCHIEF EXECUTIVE OFFICER, ownership code D, individual
Jan 23, 2015 to presentfactForm ADV
← L•••••• C••••••••• J•••OwnerPRESIDENT/CIO/CCO, ownership code B, individual
Jan 23, 2015 to presentfactForm ADV
← S•••••• A•••• B••••••OwnerCLIENT ADVISOR, ownership code A, individual
Jan 23, 2015 to presentfact

Dated events

Occurred
Jan 23, 2015
First Form ADV filing
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 23, 2015
Last observed: Mar 13, 2018 103 months 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.