Vital Capital LLC
Firm details
- Headquarters
- Clinton, Iowa
- CRD number
- 318147
- Website
- www.vitalwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI64.04%
- Individuals29.22%
- Insurance Companies6.75%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Vital Capital LLC is a privately held limited liability company that serves individual and family clients. The firm acts as a capital allocator and provides portfolio management for individuals and small businesses while also selecting and overseeing third‑party advisers and managers on behalf of clients. Its fee model is a percentage of assets under management. Filings indicate the firm does not position itself as an active ESG investor. Vital Capital reports industry connections to an insurance company and a real estate broker, suggesting access to distribution or referral channels beyond pure investment management. Ownership is held by an individual rather than an institutional parent.
Assets & Accounts
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
- Public Funds/Mutual Funds42%
- Cash & Cash Equivalents39%
- Investment Grade Corp Bonds6%
- US Government Bonds4%
- Private Funds4%
Contacts
3 of 5
Patrick Lonergan
FounderCRD 5722415

Ryan Johns
Financial AdvisorCRD 5153217

Carey Hilburn
Investment Advisor RepresentativeCRD 6288212
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Clinton, IA
Clinton
Location
Clinton, IA
Headquartered in Clinton, IA, anchoring the Davenport-Moline, IA-IL metro in the Midwest.
- Metro area
- Davenport-Moline, IA-IL
- Region
- Midwest
- County
- Clinton
- Address
- 132 6th Ave S
- Time zone
- CT (UTC-6)
- Office locations
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