Vital Investment Management Llc
- Regulatory AUM
- $284M
- Discretionary
- $280M
- Clients
- 399
- Avg AUM / client
- $712K
- Accounts
- 964
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 292 | $75.4M | 26.6% |
| High net worth individuals | 99 | $206M | 72.5% |
| Pension and profit sharing plans | 8 | $2.7M | 0.94% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David E Eads | Managing Member And Chief Compliance Officer | CFP | Feb 2019 (8y) | 75% or more |
| Brian Donald Nienhaus | Registered representative | Aug 2021 (5y) | ||
| Dillon Pierce Goodman | Registered representative | Mar 2022 (4y) | ||
| Cindy M Bragdon | Registered representative | CFP | Jun 2024 (2y) | |
| Alonzo Slote Tredwell | Registered representative | Dec 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2026 | 899 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • MONTHLY RECURRING FINANCIAL PLANNING SERVICES FEE
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $218M (77% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 02, 2026.
View current Form ADV (SEC/IAPD) ↗