RIA Intel›Advisers›Texas›VITALSTONE FINANCIAL, LLC

VITALSTONE FINANCIAL, LLC

Advisory

N·SHAVANO PARK, TX

Data as of Oct 25, 2024 · Source: SEC Form ADV

Total AUM
$200M
1-Year AUM Growth
0.0%
3-Year CAGR
+1.8%
Employees
4
Assets Under Management
Total AUM$200M
Discretionary AUM$200M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees4
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record11
First FilingAug 11, 2020
Latest FilingOct 25, 2024
🔒 Full AUM trend chart and 11 historical filings spanning 4+ years
Sign up free to view →
Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

Sign up free to unlock
📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

Sign up free to unlock
👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

Sign up free to unlock
🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Sign up free to unlock

Get the full picture on VITALSTONE FINANCIAL, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.

Sign up free →