Vital Investment Management LLC

RIASEC RegisteredEst. 2019

Total AUM

$284M

Discretionary

$280M

99% of AUM

Avg account

$295K

Accounts

964

Employees

Advisory reps

Firm details

Headquarters: Loveland, Colorado
CRD number: 300811
Registered since: March 22, 2019
Website: vimadvisor.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI72.5%
Individuals26.56%
Pension & Profit Sharing Plans0.94%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Vital Investment Management LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2019. The firm is owner-operated; its client base includes both individuals/families and institutional investors. Revenue is derived through a mix of fee arrangements, including percentage of assets under management, hourly billing, fixed fees and other fee structures. Advisory services listed on its Form ADV emphasize financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and educational seminars/workshops. The firm does not present itself as a capital allocator and relies on external managers for third‑party alternative fund access. Vital Investment Management is not identified as an active ESG investor, and its snapshot indicates it is not registered as a multi‑state adviser, despite maintaining offices in more than one state.