Vandalia Wealth
Firm details
- Headquarters
- Charleston, West Virginia
- CRD number
- 340089
- Registered since
- February 19, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI50.04%
- Individuals49.96%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Vandalia Wealth is an independent registered investment adviser organized as a corporation and identified in filings as an individual-owned RIA. The firm describes itself as a capital allocator serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting-related services, and the selection of third‑party advisers. Its fee model is a mix of asset-based fees, hourly billing, and fixed fees. The snapshot indicates Vandalia Wealth is not an active ESG investor and is not listed as a multi‑state adviser; the filings show SEC registration in 2026.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- Public Funds/Mutual Funds40%
- State & Local Bonds10%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2
Ian Mcilvaine
CIO & CEOCRD 5810481
John Jones
President and COOCRD 2650351
Contacts
3 of 13
Kathryn Lester
Wealth AdvisorCRD 3178276
Lois Crichton
Wealth Advisor, Co-FounderCRD 2132522
Chelsea Weiss
ParaplannerCRD 8200826
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charleston, WV
Kanawha
Location
Charleston, WV
Headquartered in Charleston, WV, anchoring the Charleston-Huntington-Ashland, WV-OH-KY metro in the South.
- Metro area
- Charleston-Huntington-Ashland, WV-OH-KY
- Region
- South
- County
- Kanawha
- Address
- 500 Corporate Lndg
- Time zone
- ET (UTC-5)
- Office locations
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