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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-19-2026
- Office Locations
- 5
Office Locations
About Vandalia Wealth
Vandalia Wealth is a Charleston-based RIA with 5 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 15 advisory representatives and 469 clients, or 31.3 clients per representative. That equates to $532.1K in reported AUM per client.
The profile lists 5 reported office locations. The source data was last updated on July 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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Owner & Executives
JOHN MICHAEL JONES
CHIEF OPERATING OFFICER, President, WEALTH ADVISOR
- CRD
- #2650351
- Ownership
- 50% but less than 75%
IAN SCOTT MCILVAINE
Chief Executive Officer, Chief Investment Officer, WEALTH ADVISOR
- CRD
- #5810481
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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JEFFREY OWEN BORMAN
--
- CRD
- #5985262
Caleb Joe Casto
Wealth Advisor
- CRD
- #6935244
Showing 2 of 14 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Vandalia Wealth has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.