Vital Investment Management LLC

RIASEC Registered

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, individually owned registered investment adviser that began SEC registration in 2019. The firm serves both individual and family clients as well as institutions, offering a mix of financial planning, portfolio management for individuals and small businesses, institutional portfolio services, pension-related consulting, and educational seminars. Its fee arrangements are flexible, including percentage-of-AUM billing alongside hourly and fixed-fee options and other structures. Vital does not position itself as a capital allocator and does not market an ESG investing specialization.