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- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-08-2022
- Office Locations
- 3
Office Locations
About Vital Capital LLC
Vital Wealth (Vital Capital LLC) provides flat-fee, ongoing financial planning and investment management for high-growth entrepreneurs and business owners, with a heavy focus on proactive tax strategy. The firm partners with clients’ CPAs (it does not prepare tax returns) and helps structure cash flow to reduce taxes, protect assets, and support long-term growth. Portfolios emphasize asset allocation and index/ETF-based implementation, with custody including Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PATRICK THOMAS LONERGAN
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #5722415
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JULIAN MITCHELL ARNDT
--
- CRD
- #7595138
CAREY YEARY HILBURN
Financial Advisor, General Partner
- CRD
- #6288212
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,201,253 | -- |
| Non-Discretionary | $0 | -- |
| Total | $71,201,253 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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