Vital Capital Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 318147
· Clinton, IA
· www.vitalwealth.com
☆ Save with Pro
ADV data as of Mar 31, 2026
- Regulatory AUM
- $71.2M
- Discretionary
- $71.2M
- Clients
- 71
- Avg AUM / client
- $1.0M
- Accounts
- 292
- Employees
- 5
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 56 | $20.8M | 29.2% |
| High net worth individuals | 15 | $45.6M | 64.0% |
| Insurance companies | Fewer than 5 clients | $4.8M | 6.75% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carey Yeary Hilburn | Registered representative | CFP | Mar 2022 (4y) | |
| Patrick Thomas Lonergan | Registered representative | Mar 2022 (4y) | ||
| Ryan Lee Johns | Registered representative | Jan 2024 (3y) | ||
| Julian Mitchell Arndt | Registered representative | Jun 2025 (1y) | ||
| Michael David O'keefe | Registered representative | CFP | Jun 2026 (0y) |
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) | 03/31/2026 | 1.1 MB | 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
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $67.3M (95% 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 31, 2026.
View current Form ADV (SEC/IAPD) ↗