# Vandalia Wealth

> Vandalia Wealth is an SEC-registered investment advisory firm in Charleston, WV, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 10, 2026.

- CRD: 340089
- Filed as: VANDALIA WEALTH
- Legal name: Vandalia Wealth Management Incorporated
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charleston, WV
- Filing period: October 2026
- Form ADV filing dated: July 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340089
- AdvisorCensus page: https://advisorcensus.com/firm/vandalia-wealth-charleston-wv-340089

## Quick answers

**How is Vandalia Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Vandalia Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Vandalia Wealth located?**
Vandalia Wealth's principal office is in Charleston, WV, according to its Form ADV; the August 2026 filing also lists 5 other offices (Schedule D, Section 1.F).

**Is Vandalia Wealth registered with the SEC or a state?**
Vandalia Wealth is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340089.

**How much does Vandalia Wealth manage?**
Vandalia Wealth reports $249,574,253 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (100% discretionary).

**What types of clients does Vandalia Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (444); high net worth individuals (25).

**Which custodians does Vandalia Wealth use?**
Vandalia Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Vandalia Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/340089

**Does Vandalia Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated July 10, 2026 says: "Vandalia Wealth generally does not impose a minimum relationship size."

**What changed in Vandalia Wealth's recent Form ADV filings?**
In the July 2026 filing data: Employees performing advisory functions went from 14 to 15. Regulatory assets under management went from $0 to $249,574,253. Registered or notice-filed in CO, FL, GA, MD, SC, TN.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 10, 2026)

- Account minimum: None

> Vandalia Wealth generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $249,574,253
- Discretionary: $249,574,253
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 444 | $124,676,565 |
| High net worth individuals | 25 | $124,897,688 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 22 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, GA, IN, KY, MD, MI, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Beckley, WV
- Cranberry Township, PA
- Greenville, NC
- Lexington, KY
- Morgantown, WV

### Websites listed on Form ADV (Item 1.I)
- vandaliawealth.com
- LinkedIn @vandalia-wealth-management

## Changes in the filing (last 12 months)

### July 2026
- Employees performing advisory functions went from 14 to 15.
- Regulatory assets under management went from $0 to $249,574,253.
- Registered or notice-filed in CO, FL, GA, MD, SC, TN.

### June 2026
- Registered or notice-filed in CA, IN, MI, NJ, NY, OH, VA.

### May 2026
- Employees performing advisory functions went from 13 to 14.
- Added an office in Cranberry Township, PA.
- Registered or notice-filed in PA, TX.

### March 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vandalia Wealth (CRD 340089): Form ADV filing data as of October 2026.