RIA Intel›Advisers›Iowa›VITAL CAPITAL LLC

VITAL CAPITAL LLC

Advisory

CLINTON, IA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in IA

#133

of 154 advisers by AUM

Average account

$244K

across 292 accounts

AUM per adviser

$14M

5 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$71M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$71M

Discretionary AUM$71M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients71

Team

Total Employees5

Investment Advisers5

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, FL, IA, IL, PA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

71 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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