Vital Investment Management LLC

RIASEC RegisteredEst. 2019
Total AUM
$284M
Discretionary
$280M
99% of AUM
Avg account
$295K
Accounts
964
Employees
8
Advisory reps
5

Firm details

Headquarters
Loveland, Colorado
CRD number
300811
Registered since
March 22, 2019
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.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 89%, Exchange Traded Equities 8%, Cash & Cash Equivalents 3%89%
  • Public Funds/Mutual Funds89%
  • Exchange Traded Equities8%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • David Eads

    David Eads

    CEO & Wealth ManagerCRD 6058093

Contacts

3 of 4
  • Alonzo Tredwell

    Alonzo Tredwell

    Investment Adviser RepresentativeCRD 2656065

  • Brian Nienhaus

    Brian Nienhaus

    Financial AdvisorCRD 7408374

  • Dillon Goodman

    Dillon Goodman

    Investment Advisor & Financial PlannerCRD 7468576

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Loveland, CO

Larimer

Location

Loveland, CO

Headquartered in Loveland, CO, in the West of the United States.

Region
West
County
Larimer
Address
4045 St Cloud Dr
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth