$77.2M Total AUM
$75.5M Disc. AUM
-- 3Y CAGR
3 Employees
394 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Matrix Trust · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-12-2016
- Office Locations
- 2
Office Locations
10808 S River Front Parkway Suite 463 South Jordan UT
-- South Jordan UT
About Vitality Capital Management, LLC
Vitality Capital Management is a Utah-based, fee-only fiduciary RIA providing evidence-based investment management, proactive tax planning, and customized financial planning. Portfolios are built for low cost and tax efficiency to help clients reach specific goals, with an emphasis on ETF-based implementation. The practice often serves business owners and entrepreneurs; custodians include Charles Schwab.
Team overview
47 AVG AGE
$25.7M AVG AUM / ADVISOR
$195.9K AVG AUM / CLIENT
7.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Fund Managers
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
M
MATTHEW W ROMNEY
Chief Compliance Officer, President
- CRD
- #5926569
- Ownership
- 75% or more
Available
Available
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SAMUEL T JONES
Financial Planner
- CRD
- #6803580
Available
Available
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Ann Lobos
Owner
- CRD
- #7077896
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,487,947 | -- |
| Non-Discretionary | $1,689,087 | -- |
| Total | $77,177,034 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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