Vital Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$41,717,323
Total clients
100
11% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
33
Average account size
$417,173
About
Vital Capital LLC provides discretionary portfolio management and related financial planning services to a mix of individual clients (including high-net-worth individuals), small businesses, charities, trusts, and estates. The firm reports managing approximately $41.7 million and also offers sub‑advisory services and recommendations for private and alternative investment funds when appropriate.
Its investment process combines fundamental and technical analysis and is tailored to each client’s objectives, time horizon, and risk tolerance; the firm typically manages accounts on a discretionary basis, may appoint sub‑advisors, and performs account reviews at least annually. Vital Capital also conducts due diligence on private offerings and may include alternative investments in client programs, with disclosure of the higher liquidity and performance‑risk characteristics of those investments.
What sets Vital Capital apart from many peers is its declared operating relationships outside pure advisory activities: the firm’s brochure discloses affiliations with an insurance agency (Lonergan Group LLC) and a real estate/property management entity (JPL Investments, LLC), and several supervised persons are licensed insurance agents and real‑estate agents who may receive external compensation. The firm likewise discloses that it may act as general partner in private funds and receive performance‑based compensation from those offerings, and it identifies these arrangements and related conflicts of interest in its disclosures and procedures.
Client services
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Investment Advisor Representatives receive commissions from sales of insurance and investment related products.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Vital Capital LLC
132 6 Th Avenue South
Clinton IA 52732, United States
Number of offices
1
Forms ADV
Quick links
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