Vitral Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$67,175,633
This total excludes 15 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
144
29% high-net worth
Advisors
1
of 5 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
144
Very HighAverage account size
$466,497
About
Vitral Advisors provides investment management, family office, and financial planning services to individuals, high‑net‑worth clients, family offices, trusts, and other entities. The firm offers customized separately managed accounts, non‑binding consulting, and both discretionary and non‑discretionary advisory arrangements tailored to each client’s documented objectives and restrictions.
The firm’s process blends macroeconomic analysis, third‑party research, and individualized client profiling to build and monitor portfolios across equities, fixed income, alternatives, and other instruments. Vitral discloses that it may employ derivatives and leverage and that accounts can include margin/borrowed balances for hedging, yield enhancement, or other purposes when appropriate.
Compared with peers, Vitral is notable for an affiliation with a broker‑dealer (Maximiza Casa De Bolsa) and for serving a material non‑U.S. client base with relationships involving foreign custodians and international independent managers. The firm reports a slightly larger share of regulatory assets managed on a non‑discretionary basis (about $80.3M non‑discretionary vs. $74.5M discretionary) and explicitly states that advisory fees and valuations may include margined assets, which can affect leverage and potential conflicts of interest.
Client services
Financial planning
Portfolio management
Expertise
Private / alternative investments
Options & derivatives strategies
Concentrated stock management
Wealth management
Fee options
Flat fee arrangements may be agreed upon for administrative services, amounts not specified
Between 0.40% and 1.00% annually, negotiable
Account minimum: $100,000 for individuals, $1,000,000 for institutional clients
Main office location
Vitral Advisors LLC
New York NY, United States
Number of offices
1
Most active in
Vitral Advisors LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")