Vital Capital LLC

RIASEC Registered
Total AUM
$71.2M
Discretionary
$71.2M
100% of AUM
Avg account
$244K
Accounts
292
Employees
5
Advisory reps
5

Firm details

Headquarters
Clinton, Iowa
CRD number
318147
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 42%, Cash & Cash Equivalents 39%, Investment Grade Corp Bonds 6%, US Government Bonds 4%, Private Funds 4%, State & Local Bonds 3%, Exchange Traded Equities 1%, Non-Investment Grade Corp Bonds 1%42%
  • Public Funds/Mutual Funds42%
  • Cash & Cash Equivalents39%
  • Investment Grade Corp Bonds6%
  • US Government Bonds4%
  • Private Funds4%

Contacts

3 of 5
  • Patrick Lonergan

    Patrick Lonergan

    FounderCRD 5722415

  • Ryan Johns

    Ryan Johns

    Financial AdvisorCRD 5153217

  • Carey Hilburn

    Carey Hilburn

    Investment Advisor RepresentativeCRD 6288212

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth