$249.6M Total AUM
$249.6M Disc. AUM
-- 3Y CAGR
22 Employees
469 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-19-2026
- Office Locations
- 6
Office Locations
101 N. Kanawha Suite 301 Beckley WV
2009 Mackenzie WAY Suite 100 Cranberry Township PA
500 Corporate Landing Suite 201 Charleston WV
About Vandalia Wealth
Vandalia Wealth is a Charleston-based RIA with 6 offices. The firm has been operating for 0 years. Managing $249.6M in total assets under management, with 15 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
49 AVG AGE
$16.6M AVG AUM / ADVISOR
$532.1K AVG AUM / CLIENT
0.2 yrs AVG TENURE
22 Employees
15 Advisory Reps
15 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
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Available
Available
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Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
J
JOHN MICHAEL JONES
CHIEF OPERATING OFFICER, President, WEALTH ADVISOR
- CRD
- #2650351
- Ownership
- 50% but less than 75%
Available
Available
Available
IAN SCOTT MCILVAINE
Chief Compliance Officer, Chief Executive Officer, WEALTH ADVISOR
- CRD
- #5810481
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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JUSTIN MARK BONAVITACOLA
Wealth Advisor
- CRD
- #5442755
Available
Available
Available
JEFFREY OWEN BORMAN
--
- CRD
- #5985262
Available
Available
Available
Showing 2 of 15 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $249,574,253 | $532,141 |
| Non-Discretionary | $0 | -- |
| Total | $249,574,253 | $532,141 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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