# Vitality Capital Management, LLC

> Vitality Capital Management, LLC is a state-registered investment advisory firm in South Jordan, UT, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 284276
- Filed as: VITALITY CAPITAL MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: South Jordan, UT
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284276
- AdvisorCensus page: https://advisorcensus.com/firm/vitality-capital-management-llc-south-jordan-ut-284276

## Quick answers

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

**Where is Vitality Capital Management, LLC located?**
Vitality Capital Management, LLC's principal office is in South Jordan, UT, according to its Form ADV.

**Is Vitality Capital Management, LLC registered with the SEC or a state?**
Vitality Capital Management, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 284276.

**How much does Vitality Capital Management, LLC manage?**
Vitality Capital Management, LLC reports $77,177,034 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (98% discretionary).

**What types of clients does Vitality Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (145); high net worth individuals (46); corporations or other businesses not listed above (6).

**Does Vitality Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/284276

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $77,177,034
- Discretionary: $75,487,947
- Non-discretionary: $1,689,087

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 145 | $29,366,899 |
| High net worth individuals | 46 | $46,121,048 |
| Corporations or other businesses not listed above | 6 | $1,689,087 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2016 (10 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vitalitycap.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vitality Capital Management, LLC (CRD 284276): Form ADV filing data as of October 2026.