Vital Capital LLC
% of assets managed in Clinton, IA
State registeredNo commissions reported
Public-record details
- Address
- 132 6th Avenue South, Clinton, IA 52732
- Phone
- (563) 243-2300
- Listed under
- % of assets managed
- CRD number
- 318147
- Registration
- State registered: CA, FL, IA, IL, PA, TX
- Compensation (Form ADV 5.E)
- Percentage of assets under management
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Portfolio management for individuals/small businesses; Selection of other advisers
- Regulatory assets under management
- $71.2 million
- Accounts managed
- 292
- Clients reported (Form ADV 5.D)
- 71
- Individual / high-net-worth clients
- 56 / 15
- Employees
- 5
- Other business activities (Form ADV 6.A)
- None reported
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-03-31
Read the official record
- SEC IAPD summary for CRD 318147 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.