VITAL CAPITAL LLC

Overview

Vital Capital LLC is a small, fee-based wealth manager focused on serving individual and family clients with discretionary portfolio management and manager selection services. The firm positions itself as a capital allocator: it constructs core portfolios around public mutual funds while selectively placing client capital with third-party alternative managers when appropriate. Fee billing is a percentage of assets under management, and the adviser does not market itself as an ESG specialist. Advisory activity centers on direct portfolio management for individuals and small businesses and the selection and oversight of outside advisers or fund managers. Vital Capital's ties to an insurance company and a real estate broker point to additional distribution or sourcing channels for insurance solutions and private real estate opportunities, respectively.

Assets & Accounts

Investments & Alternatives

Location & Offices