Vandalia Wealth

Overview

Vandalia Wealth is an independently owned registered investment adviser organized as a corporation. 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, and manager selection. Its fee schedule includes asset-based fees as well as hourly and fixed-fee arrangements. The firm is not positioned as an ESG-focused investor. The adviser is SEC-registered (registration year listed as 2026) and indicates a role that includes allocating capital to third-party managers rather than exclusively managing all strategies in-house. That placement aligns with its stated activity of selecting other advisers and using external fund managers for some exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives