RIA Intel›Advisers›Utah›VITALITY CAPITAL MANAGEMENT, LLC

VITALITY CAPITAL MANAGEMENT, LLC

Advisory

SOUTH JORDAN, UT

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

Rank in UT

#197

of 249 advisers by AUM

Average account

$97K

across 793 accounts

AUM per adviser

$26M

3 advisers

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

Total AUM

$77M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$77M

Discretionary AUM$75M

Non-Discretionary AUM$2M

Discretionary %97.8%

Total Clients197

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX, UT

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

197 clients

46 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in UT

Closest by assets under management. All figures from Form ADV.

WILSON WEALTH MANAGEMENT, INC.

SALT LAKE CITY, UT

$78M

COWDELL INVESTMENTS, LLC

$76M

THOMPSON ROBERT DOUGLAS

SALT LAKE CITY, UT

$76M

JOHN MCANDREW FINANCIAL ADVISORS LLC

$75M

JEMICO, INCORPORATED

$75M

STONECREEK WEALTH ADVISORS, INC.

SOUTH JORDAN, UT

$80M

Get the full picture on VITALITY CAPITAL MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track VITALITY CAPITAL MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans