# VEST FINANCIAL LLC

VEST FINANCIAL LLC of MCLEAN, VA is an SEC-registered investment adviser.

## Registration

- CRD: 165976
- Type: SEC-registered investment adviser
- SEC file number: 801-77463
- Location: 8350 BROAD ST, SUITE 240, MCLEAN, VA, 22102-5150
- Phone: 855-979-6060
- Latest filing: 2026-06-12
- Regulatory AUM: $51.8B
- Discretionary AUM: $51.8B
- Clients: 52
- Accounts: 154

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Investment cos, Other

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| Karan Sood | CHIEF EXECUTIVE OFFICER | — |
| Jeffery Yi-Bing Chang | CHIEF FINANCIAL OFFICER; PRESIDENT | — |
| James Allen Bowen | SOLE SHAREHOLDER | — |
| Jeremy Michael Sperlazza | CHIEF COMPLIANCE OFFICER; CHIEF LEGAL OFFICER; CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER | — |
| Thomas Nathan Jencks | CHIEF FINANCIAL OFFICER | — |
| Stacy Renee Brice | CHIEF COMPLIANCE OFFICER | — |
| BUBECK KYLE ROGER | CHIEF COMPLIANCE OFFICER | — |
| NEAMTZ JOHN STEVEN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND PRESIDENT; MANAGING DIRECTOR (+2 more) | — |
| RUBIN GREGORY SCOTT | MANAGING DIRECTOR | — |
| BOWEN JAMES ALLEN | SOLE SHAREHOLDER | — |
| SOOD KARAN | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR; MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| CHANG JEFFERY YI-BING | CHIEF FINANCIAL OFFICER; DIRECTOR | — |
| KUNG SUNGLIAN WILLIAM | PRESIDENT | — |
| VEGAS ALEJANDRO JOSE | CHIEF COMPLIANCE OFFICER | — |
| VANBRACKLE TONY | MANAGER | — |
| CHANG JEFFERY YIBING | MANAGING DIRECTOR; MANAGING MEMBER | — |
| Delaney John Murphy | CHIEF COMPLIANCE OFFICER | — |
| Sperlazza Jeremy Michael | CHIEF COMPLIANCE OFFICER | — |
| Sonia Emmeline Bui | CHIEF LEGAL OFFICER | — |


## Disclosures (17)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/165976/brochure
- Similar advisers: https://search.stillhousedata.com/firm/165976/similar
- Related entities: https://search.stillhousedata.com/firm/165976/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/165976

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.