Vital Investment Management LLC
● SEC registered since 2019CRD 300811SEC# 801-114889Loveland, CO
Reg. AUM
$283.9M
Employees
8
Accounts
964
Location
Loveland, CO
Vital Investment Management LLC assets under management
Vital Investment Management LLC is a registered investment adviser overseen by the SEC based in Loveland, CO. The firm has been registered since 2019. It reports $283.9 million in regulatory assets under management and employs 8 people.
Vital Investment Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David E Eads Control | Managing Member And Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Vital Investment Management LLC manage?
Vital Investment Management LLC reports $283.9 million in regulatory assets under management on its Form ADV.
How many employees does Vital Investment Management LLC have?
Vital Investment Management LLC reports 8 employees.
Where is Vital Investment Management LLC located?
Vital Investment Management LLC is based in Loveland, CO and has been SEC-registered since 2019.
Does Vital Investment Management LLC disclose fund performance?
Vital Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4045 St. Cloud Drive, Suite 220, Loveland, CO 80538 |
| Phone | 970-776-3316 |
| Fax | 844-891-6548 |
| Office hours | 8 a.m. - 4 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1783286 |
| Discloses disciplinary history | No |
Regulatory AUM
$283.9M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$283.9Mregulatory AUM
Discretionary $279.7MNon-discretionary $4.2M